Universal Banker - Floater WB

Fortebankwi; West Bend (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

PTO 30 days

401(k) with company match up to 4%

Profit sharing

ESOP

Employee celebrations & events

Logo apparel

Supportive culture

Community involvement

Job summary

Forte Bank in West Bend, WI seeks a Full-Time Universal Banker - Floater to support customers across West Bend and other locations, including Slinger, Richfield and Hartford. The role emphasizes relationship-building, service excellence, and helping clients find financial solutions.

The position requires flexibility for a Monday–Friday schedule and every other Saturday, with on-going training and opportunities to grow within a community-focused bank.

Qualifications

• High school diploma required.
• Cash handling experience strongly preferred.
• Proficient with MS Word, email, internet and keyboarding.
• Excellent communication, interpersonal and problem-solving skills.
• Ability to maintain confidentiality and discretion with sensitive information.
• Dependable with strong attendance and scheduling flexibility.

Responsibilities

• Welcoming customers with warmth and professionalism.
• Accurately processing banking transactions.
• Building and deepening customer relationships by identifying needs and offering financial solutions.
• Promoting bank products and services through meaningful conversations (no quotas).
• Opening, servicing, and maintaining customer accounts.
• Educating customers on digital banking tools.
• Connecting customers with lenders, business bankers and investment services.
• Delivering service experiences that exceed expectations, every customer, every time.

Skills

Customer service

Cash handling

Organization

Attention to detail

MS Office

Communication

Confidentiality

Attendance & scheduling flexibility

Education

High school diploma

Job description

Join Forte Bank - Where We Put Relationships First

At Forte Bank, banking is about more than transactions - it's about people, trust, and strengthening the communities we serve.

We treat our customers like friends and family - and we do the same for our team.

We currently have an opening for a Full-Time Universal Banker - FLOATER to join our team. This position will be based out of West Bend, WI but will FLOAT to our other locations of Slinger, Richfield and Hartford as scheduled. Interested candidates must be available to work as scheduled Monday through Friday and every other Saturday (see below).

What Does a Universal Banker Do?

As a Universal Banker, you'll have the opportunity to make a meaningful impact in the lives of our customers every day. This role is centered around relationship-building, customer service, and helping customers find financial solutions that support their goals.

Responsibilities include:

• Welcoming customers with warmth, professionalism, and a genuine smile
• Accurately processing banking transactions
• Building and deepening customer relationships by identifying needs and offering personalized financial solutions
• Promoting bank products and services through meaningful conversations (no quotas!)
• Opening, servicing, and maintaining customer accounts
• Educating customers on digital banking tools that make banking safer, easier, and more convenient
• Connecting customers with internal business partners, including lenders, business bankers, and investment services
• Delivering service experiences that exceed expectations every customer, every time

Who Thrives at Forte Bank?

The most successful team members at Forte Bank are people who genuinely care about others, take ownership of their work, and bring positive energy to every interaction.

You'll thrive here if you:

• Naturally build relationships and enjoy helping people
• Take initiative and follow through on commitments
• Bring accountability and integrity to your work
• Take pride in delivering exceptional customer experiences
• Enjoy working collaboratively as part of a supportive team
• Value community involvement and relationship-driven service
• Maintain professionalism and confidentiality
• Adapt well in a fast-paced environment while maintaining attention to detail

Qualifications & Skills

• High school diploma required
• Cash handling experience strongly preferred
• Strong organizational and multitasking skills
• Attention to detail and accuracy
• Proficient computer skills including Microsoft Word, email, internet navigation, and basic keyboarding
• Excellent communication, interpersonal, and problem-solving skills
• Ability to maintain confidentiality and discretion with sensitive information
• Dependable with strong attendance and scheduling flexibility

Schedule

Ability to work scheduled hours between:

• Monday - Friday: 8:00 a.m. - 5:15 p.m.
• Two Saturdays per month: 8:15 a.m. - 12:15 p.m.

When scheduled on Saturday, we work to provide a scheduled weekday off, Tues/Wed/Thurs.

Benefits of Choosing Forte Bank

• Competitive Pay
• Very Generous PTO Plan - PTO available at 30 days!
• 401(k) with company match up to 4% (immediate vesting!)
• Profit Sharing
• Employee Stock Ownership Program (ESOP)
• Employee Celebrations & Events
• Logo Apparel
• Supportive, relationship-focused culture
• Opportunities for professional growth and community involvement

Learn more about our organization and culture by visiting Forte Bank or following us on Facebook.

Forte Bank is an Equal Opportunity Employer.