Relationship Banker

Bank Five Nine Inc.; Town of Hartford (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank Five Nine Inc. is seeking a Relationship Banker in Wisconsin to deliver a distinctive customer experience while driving sales and service at the branch. You will open new accounts, deepen relationships, and connect customers with tailored financial solutions, partnering with specialists as needed.

The role emphasizes growth, compliance, and education on digital banking, with a focus on local community service and referral to internal experts to meet customers’ broader needs.

Qualifications

• Minimum 5 years of retail banking experience with account openings and relationship development.
• Knowledge of consumer lending products.
• Proficient keyboarding and Windows navigation.
• Ability to refer clients to consumer and business financial products.
• NMLS ID or eligibility to obtain licensing.

Responsibilities

• Acquire new banking relationships and open accounts.
• Deepen existing relationships by identifying needs and offering solutions.
• Provide account servicing and maintenance.
• Assist with customer problem resolution.
• Educate customers on digital bank solutions.
• Refer customers to internal partners (cash management, mortgage, wealth).
• Adhere to bank procedures and industry regulations.

Skills

Relationship development

Customer service

Referral skills

Typing

Education

High School Diploma or GED

College degree preferred

Tools

MS Office

NMLS licensing

Job description

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 for
employment without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, veteran or disability status