Universal Banker Floater

Bank Five Nine (Community Bank); Menomonee Falls (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank Five Nine (Community Bank) in Southeast Wisconsin is seeking a Universal Banker Floater to build relationships with customers and provide sound banking advice to solve financial challenges. The role involves travel between branches to assist customers and support daily banking needs.

You will process transactions, help acquire new relationships, maintain accounts, educate on digital banking, and refer clients to internal partners like cash management, mortgages, and wealth management.

Qualifications

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

Responsibilities

• 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).

Skills

Customer service

Banking transactions

Relationship building

Cash handling

Digital banking knowledge

Education

High school diploma or GED

Tools

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 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.