Relationship Banker (Verona)

Park Bank; Verona (WI); On-site; USD 45,000 - 75,000; Full time

Job summary

Park Bank in the United States is seeking a Relationship Banker to establish new and deepen existing client relationships through sales of bank products. You will be the first sales and service contact at the branch, servicing customers and processing everyday banking tasks.

The role emphasizes identifying clients' financial needs, offering solutions, and partnering with Mortgage Banking Advisors to grow deposit and loan clients, while guiding newer associates and delivering professional service

Qualifications

• Associate degree required; Bachelor's degree preferred; Minimum 3-5 years of related work experience required

Responsibilities

• Cross-sell bank products and service clients; open and close accounts.
• Identify clients' financial needs and offer solutions via referrals.
• Collaborate with Mortgage Banking Advisor to grow deposit and loan clients.
• Provide guidance to newer Retail Banking associates, and handle complex situations.
• Deliver financial solutions, service, and professionalism to clients.

Skills

Client service

Sales & referrals

Communication

Team collaboration

Education

Associate degree

Bachelor's degree preferred

Job description

Description

Who is Park Bank?

At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there's no one way to what's next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better.

If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development.

General Summary:

The role of the Relationship Banker is to establish new and increase existing client account relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail Banking branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients and book of business to support the retention and growth of profitable client relationships through sales of deposit, loan, and electronic banking products.

Primary Duties/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 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

Requirements

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

Physical Demands:

• Remaining in a stationary position, often standing or sitting for prolonged periods.
• Adjusting or moving objects up to 10 pounds in all directions.
• Repeating motions that may include the wrists, hands and/or fingers.
• Communicating with others to exchange information

• Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
• Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
• Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, and protected veteran status.
• Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: [e-mail] or 608.301.8674.
• The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
• Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage