Relationship Banker: Build Finances, Guide Digital Solutions

Bank Five Nine Inc.

West Bend (WI)

On-site

USD 32,000 - 42,000

Full time

8 days ago
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Job summary

Bank Five Nine is seeking a Universal Banker to create and nurture relationships with our customers, offering sound banking advice to help solve financial challenges. You’ll help with transactions, open new accounts and educate customers on digital bank solutions, contributing to a team praised as a Top Workplace in Milwaukee/Southeast Wisconsin.

If you have a high school diploma or GED and basic keyboarding skills, you’ll fit in with our crew committed to community impact and customer service.

Qualifications

  • High school diploma or GED is required.
  • Basic keyboarding and Windows navigation skills are required.
  • Knowledge of bank products and services is a plus.
  • Retail banking experience (1+ year) helps.

Responsibilities

  • Accurately process banking transactions.
  • Help acquire new banking relationships and open new accounts.
  • Retain and deepen relationships by identifying needs and offering financial solutions.
  • Provide account servicing and maintenance.
  • Educate customers on digital bank solutions to make their lives safer and easier.
  • Refer customers to internal business partners (cash management, mortgage, wealth management).

Skills

Relationship building
Digital banking education
Account servicing
Sales and cross-sell

Education

High school diploma or GED

Job description

Bank Five Nine is seeking a Universal Banker to create and nurture relationships with our customers, offering sound banking advice to help solve financial challenges. You’ll help with transactions, open new accounts and educate customers on digital bank solutions, contributing to a team praised as a Top Workplace in Milwaukee/Southeast Wisconsin.

If you have a high school diploma or GED and basic keyboarding skills, you’ll fit in with our crew committed to community impact and customer service.

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