Relationship Banker

Bank Five Nine (Community Bank); Town of Brookfield (WI); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank Five Nine seeks a Relationship Banker to deliver a distinctive customer experience while driving sales and service at our branch. The role focuses on opening accounts, deepening customer relationships, and meeting a broad range of financial needs.

Essential duties include servicing accounts, resolving problems, and educating customers on digital banking options. Fluency in Spanish and English is a plus, with a high school diploma required and prior retail banking experience preferred.

Qualifications

• Requires high school diploma or GED.
• 5+ years of retail banking experience, with emphasis on accounts and problem resolution.
• NMLS licensing or eligibility required.
• Fluent in Spanish and English is a plus; college degree preferred.

Responsibilities

• Acquire new banking relationships and open new accounts.
• Retain and deepen relationships; identify needs and offer financial solutions.
• Refer clients to internal partners (cash management, mortgage, wealth management).
• Provide account servicing and maintenance; resolve customer issues.
• Educate customers on digital banking solutions to improve safety and convenience.
• Adhere to all bank procedures and industry regulations.

Skills

Customer service

Sales

Relationship building

Problem resolution

Digital banking education

Education

High School Diploma or GED

College degree preferred

Tools

MS Word

MS Excel

Windows OS

Job description

JOB REQUIREMENTS: 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 licenseWhy 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 for employment

without regard to race, color, religion, sex, sexual orientation, gender

identity, national origin, veteran or disability status Equal

Opportunity Employer: Minorities, Women, Veterans, Disabilities