Universal Banker Floater

Bank Five Nine (Community Bank); Town of Oconomowoc (WI); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Bank Five Nine is seeking a Universal Banker Floater to travel between 13 branch locations in southeastern Wisconsin. You will build relationships, offer banking guidance, and support customers with everyday financial needs.

Responsibilities include processing transactions, acquiring new accounts, educating customers on digital banking, and referring to partners to meet financial goals. Equal opportunity employer.

Qualifications

• 1 year of cash handling and customer service experience.
• Basic keyboarding skills and ability to navigate Windows.
• Knowledge of bank products a plus.

Responsibilities

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

Skills

Customer service

Cash handling

Digital banking

Education

High school diploma or GED

Job description

Love meeting new people, jumping into the day with a can-do attitude, and helping customers feel a little more confident about their money? If you’re the kind of person who enjoys variety, connection, and making someone’s day easier, this might be your next great move.

As a Universal Banker Floater, you’ll bring your energy and customer-first mindset to different branches, building relationships, offering helpful banking guidance, and supporting customers with everyday financial needs.

At Bank Five Nine, we believe banking should feel personal, friendly, and community-focused — and our team brings that to life every day. Our employees have voted us a Top Workplace 17 years in a row by the Milwaukee Journal Sentinel, and we’ve also been named a Best Bank to Work For by American Banker. If you’re looking for a role where you can make a real difference without taking yourself too seriously, we’d love to meet you.

As a floater, you will be asked to travel between our 13 branch locations (in southeastern WI). Check out our locations here!

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
• At least 1 year of cash handling and customer service experience
• 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.