Trusted Lending & Client Advisory Banker

WNB Financial; Minnesota; On-site; USD 42,000 - 65,000; Full time

Job summary

WNB Financial in Minnesota seeks a Lending Universal Banker to build lasting relationships with clients as a trusted financial advisor and recommend personalized products. You will open and maintain retail accounts and consumer loans, cross-sell services, and handle transactions with care and regulatory compliance.

You will engage with clients via phone, email, and in-person, ensuring high-quality service while advancing cross-sell opportunities and maintaining strict confidentiality.

Qualifications

• High school diploma required.
• Two-year degree in business coursework preferred.
• NMLS certification required.
• Excellent verbal and written communication skills.
• Cash handling experience required.

Responsibilities

• Identify financial needs of clients and cross-sell bank products.
• Open and maintain retail deposit accounts and consumer loans.
• Review and approve consumer loan applications.
• Process client transactions and balance cash drawer.
• Assist clients via phone, email, and in-person; resolve inquiries.
• Maintain client confidentiality and adhere to regulations.

Skills

Customer service

Cross-selling

Cash handling

Verbal and written communication

Problem solving

Education

High school diploma

Two-year degree in business-related coursework preferred

NMLS certification

Job description

WNB Financial in Minnesota seeks a Lending Universal Banker to build lasting relationships with clients as a trusted financial advisor and recommend personalized products. You will open and maintain retail accounts and consumer loans, cross-sell services, and handle transactions with care and regulatory compliance.

You will engage with clients via phone, email, and in-person, ensuring high-quality service while advancing cross-sell opportunities and maintaining strict confidentiality.