Relationship Banker

Bank-Five-Nine; Town of Brookfield (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank Five Nine in Brookfield, WI is seeking a Relationship Banker to deliver a distinctive customer experience at the East Brookfield Branch. The role focuses on building new relationships and expanding service needs within the local community.

Key duties include opening accounts, promoting consumer loan products, servicing accounts, guiding customers to digital banking, and refering clients to partners for mortgages and wealth management while strictly following bank procedures and regulations.

Qualifications

• High School Diploma or GED required.
• 5+ years retail banking experience with account opening & relationship development.
• Knowledge of consumer lending products helpful.
• NMLS ID or licensing requirements.
• Able to refer clients to family of consumer and business products.

Responsibilities

• Acquire new banking relationships and open new accounts and consumer loans.
• Retain and deepen relationships by identifying needs and offering financial solutions.
• Provide account servicing and maintenance.
• Assist with customer problem resolution.
• Educate customers on digital banking solutions.
• Refer customers to internal partners for mortgage, wealth management, and cash management.
• Adhere to all bank procedures and industry regulations.

Skills

5+ years retail banking

Account opening

Consumer lending products

NMLS licensing

Windows keyboarding

Refer clients to financial products

Bilingual: Spanish/English

College degree (nice to have)

MS Office (Word/Excel)

Wisconsin life license (nice to have)

Education

High School Diploma or GED

Tools

MS Office

Job description

Relationship Banker

Full Time East Brookfield Branch, Brookfield, WI, US

2 days ago Requisition ID: 2824

Do you enjoy finding creative solutions customers? Does helping them reach their financial goals bring you joy? If you've answered yes, keep reading! We have a fantastic opportunity for you to join our team as a Relationship Banker.

The Relationship Banker is responsible for providing a distinctive customer experience while performing sales and service activities at their branch location. Time is predominantly spent establishing new and deepening existing customer relationships, meeting a broad range of financial service needs.

Essential Functions:

• actively acquire new banking relationships and open new accounts (and consumer loan products),
• retain and deepen relationships by identifying needs and offering custom financial solutions,
• provide account servicing and maintenance,
• assist with problem resolution for customers,
• educate customers on digital bank solutions that will make their lives safer, easier, and better,
• refer customers to internal business partners (i.e. cash management, mortgage, and wealth management), and
• keep informed of, and strictly adhere to all bank procedures and industry regulations.

The Relationship Banker consistently reflects the Bank Five Nine branch, is well networked, and a lead contributor of branch sales growth.

Must Haves

• High School Diploma or GED
• A minimum of 5 years’ experience in retail banking with an emphasis on account opening, product/service problem resolution and relationship development
• Working knowledge of consumer lending products
• Basic keyboarding skills and the ability to navigate in a ‘windows’ environment
• Proven ability to refer clients to a full-range of consumer and business financial products
• Possesses an NMLS ID or meets the NMLS licensing requirements.

Nice to Have

• Fluent in Spanish and English (verbal and written communication)
• College degree strongly preferred
• Proficient with MS Office products including Word and Excel
• Wisconsin life license

Why Bank Five Nine

We’ve been in business over 167 years, and we’re just getting started! Bank Five Nine is on a mission to make lives better for the Wisconsin communities we’ve been honored to serve since 1859. We’re excited to be named a Top Place to Work for 17 years in a row and proud to be a place where people love to come to work every day.

All qualified applicants will receive consideration foremployment without regard to race, color, religion, sex, sexual orientation,gender identity, national origin, veteran or disability status