Relationship Banker: Grow Client Relationships & Solutions

Park Bank - Madison; Madison (WI); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

The Relationship Banker at Park Bank - Madison is responsible for establishing new and expanding existing client account relationships through sales and referrals of bank products and services. This role serves as a proactive member of the Retail Banking branch team, acting as an initial sales and service contact for new and existing clients, and managing deposits, loans, and electronic banking solutions.

Ideal candidates bring an associate degree, 3–5 years of related banking experience, and a

Qualifikationen

• Associate degree required; Bachelor's degree preferred.
• Minimum 3-5 years of related work experience required.
• Knowledge or experience in consumer lending preferred; banking experience may substitute for a degree.
• Proven leadership skills and abilities.

Aufgaben

• 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 special instructions on accounts and 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

Kenntnisse

Customer service

Sales

Banking knowledge

Ausbildung

Associate degree

Bachelor's degree

3-5 years of related work experience

Jobbeschreibung

The Relationship Banker at Park Bank - Madison is responsible for establishing new and expanding existing client account relationships through sales and referrals of bank products and services. This role serves as a proactive member of the Retail Banking branch team, acting as an initial sales and service contact for new and existing clients, and managing deposits, loans, and electronic banking solutions.

Ideal candidates bring an associate degree, 3–5 years of related banking experience, and a