Universal Banker

Bank Five Nine (Community Bank); West Bend (WI); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank Five Nine in Wisconsin is seeking a Universal Banker to build and nurture relationships with customers, offering trusted banking advice to address financial challenges. You will help acquire new relationships, open accounts, and provide account servicing while educating customers on digital banking solutions.

Ideal candidates have at least 1 year of retail banking experience and a high school diploma or GED. Join a team recognized as a top workplace in the region.

Qualifications

• High school diploma or GED.
• Ability to navigate in a Windows environment.

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.
• Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management).

Skills

Banking transactions

Customer relationship

Identify financial needs

Account servicing

Digital banking education

Referral to partners

Education

High school diploma or GED

Tools

Windows OS

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.