Relationship Banker: Build Client Relationships & Solutions

Park Bank - Madison; Fitchburg (WI); On-site; USD 42,000 - 65,000; Full time

Job summary

Park Bank in Wisconsin is seeking a Relationship Banker to establish and grow client relationships through sales and referrals of bank products and services. You will be the first sales and service contact for new and existing clients at the branch, delivering friendly, professional service.

You will cross-sell deposit and loan products, assist with mortgage referrals, and work with teammates to meet client needs while building trust in our branch community.

Qualifications

• Associate degree required; Bachelor's degree preferred; Minimum 3-5 years of related work experience required
• Knowledge or experience in consumer lending preferred; Additional banking experience will be considered in lieu of a degree; Possesses proven leadership skills and abilities

Responsibilities

• Perform daily responsibilities to include cross-selling additional bank products, opening and closing accounts, servicing customers, processing stop payments, wire transfers, placing check orders, processing account maintenance requests.
• Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or indirectly through business partner referrals.
• Partners with Mortgage Banking Advisor assigned to branch to assist in the processing and delivery of mortgage banking products; and utilizes this opportunity to effectively acquire new deposit and loan clients to Park Bank
• Provide advice and guidance to newer Retail Banking associates, and assists in complex situations
• Deliver financial solutions, service, and professionalism to all internal and external clients which consistently exceed expectations

Skills

Cross-selling

Customer service

Sales

Leadership

Education

Associate degree

Bachelor's degree

Job description

Park Bank in Wisconsin is seeking a Relationship Banker to establish and grow client relationships through sales and referrals of bank products and services. You will be the first sales and service contact for new and existing clients at the branch, delivering friendly, professional service.

You will cross-sell deposit and loan products, assist with mortgage referrals, and work with teammates to meet client needs while building trust in our branch community.