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Universal Banker

Bank Five Nine

Menomonee Falls (WI)

On-site

USD 35,000 - 55,000

Full time

8 days ago

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Job summary

Join a forward-thinking company as a Universal Banker, where your passion for helping others can shine. In this role, you'll build strong relationships with customers, providing them with tailored banking solutions to meet their financial needs. You'll be at the forefront of customer service, educating clients on digital banking tools that enhance their banking experience. This established institution has been recognized as a Top Workplace for 16 consecutive years, making it a fantastic environment for those looking to make a difference in their community. If you're ready to embark on a rewarding career path in banking, this opportunity is perfect for you.

Qualifications

  • High school diploma or GED required.
  • Basic keyboarding skills and Windows navigation needed.

Responsibilities

  • Accurately process banking transactions and open new accounts.
  • Identify customer needs and offer custom financial solutions.
  • Educate customers on digital banking solutions.

Skills

Banking Transactions Processing
Customer Relationship Management
Financial Solutions Offering
Digital Banking Education
Account Servicing

Education

High School Diploma or GED

Tools

Windows Environment
Banking Software

Job description


Interested in helping to solve all the problems of the world? Ish...that seems like A LOT of work. What if you could take that enthusiasm and apply it on a smaller scale?

As a Universal Banker, your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice to help solve financial challenges.

And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 16 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work for by American Banker! If you're looking for a career that's pretty much the same as fixing the world...but in Southeast, WI...okay Menomonee Falls. Check us out today!

Do you have what it takes?

You'll need to:

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

Must-Haves

  • High school diploma or GED
  • Basic keyboarding skills and the ability to navigate in a Windows environment

Nice-To-Haves

  • Knowledge of bank products and services
  • Minimum of 1+ year of retail banking experience

We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.


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