Universal Banker

Bank Five Nine Inc.; West Bend (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank Five Nine is seeking a Universal Banker to create and nurture relationships with our customers, offering sound banking advice to help solve financial challenges. You’ll help with transactions, open new accounts and educate customers on digital bank solutions, contributing to a team praised as a Top Workplace in Milwaukee/Southeast Wisconsin.

If you have a high school diploma or GED and basic keyboarding skills, you’ll fit in with our crew committed to community impact and customer service.

Qualifications

• High school diploma or GED is required.
• Basic keyboarding and Windows navigation skills are required.
• Knowledge of bank products and services is a plus.
• Retail banking experience (1+ year) helps.

Responsibilities

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

Skills

Relationship building

Digital banking education

Account servicing

Sales and cross-sell

Education

High school diploma or GED

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 17 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 Oconomowoc. 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.