Universal Banker Floater

Bank Five Nine (Community Bank); Glendale (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

Bank Five Nine (Community Bank) seeks a Universal Banker Floater to build relationships with customers and provide sound banking advice to solve financial challenges. The role involves traveling between branches to serve clients and promote bank products.

You’ll educate customers on digital banking solutions, assist with opening accounts, and refer prospects to internal partners to deepen relationships. This is a customer-focused role in Southeast Wisconsin.

Qualifications

• High school diploma or GED required.
• Basic keyboarding skills and the ability to navigate Windows.

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 for safety, ease and improvement.
• Refer customers to internal business partners (cash management, mortgage, and wealth management).

Skills

Customer service

Relationship building

Banking knowledge

Digital banking education

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 Floater, 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. Check us out today!

This position requires travel between branches.

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
• 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.