Relationship Banking Advisor

Bank of Sun Prairie; Town of Sun Prairie (WI); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of Sun Prairie is seeking a Relationship Banker who will handle personal banking and teller tasks, helping customers with deposits, accounts, and product recommendations. The role emphasizes delivering exceptional service, accurate processing, and proactive relationship building.

The position requires clear product knowledge, strong math and organizational skills, and the ability to grow customer relationships through cross-selling and referrals across bank lines.

Qualifications

• Demonstrated ability to handle multiple banking tasks accurately.
• Strong mathematical and problem-solving abilities are essential.
• Excellent organizational and communication skills required.

Responsibilities

• Open and close deposit accounts for retail and business clients, including checking, savings, money market, CDs, IRAs, and safe deposit boxes.
• Provide excellent service by addressing inquiries, resolving issues, and ensuring accurate transactions.
• Stay informed about product features and benefits to offer accurate information.
• Identify cross-selling opportunities for credit cards, electronic banking, loans, and more to deepen relationships.
• Serve as the primary contact for customers, building lasting relationships.
• Engage with customers to uncover financial needs and convert opportunities into sales.
• Conduct outbound calls to grow product usage and revenue.
• Meet and exceed growth and sales expectations.

Skills

Tech savvy

Math skills

Adaptability

Time management

Attention to detail

Communication skills

Cross-selling

Proactivity

Job description

Bank of Sun Prairie is seeking a Relationship Banker who will handle personal banking and teller tasks, helping customers with deposits, accounts, and product recommendations. The role emphasizes delivering exceptional service, accurate processing, and proactive relationship building.

The position requires clear product knowledge, strong math and organizational skills, and the ability to grow customer relationships through cross-selling and referrals across bank lines.