Universal Banker II: Build Relationships & Solve Finances

Bank-Five-Nine; Town of Brookfield (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank Five Nine in Brookfield, WI, seeks an ambitious Universal Banker II to serve customers with accuracy, open accounts, and grow relationships. You will educate clients on digital banking and refer opportunities to partners, helping both customers and the bank succeed.

The role emphasizes handling everyday banking needs, deepening customer relationships, and providing exceptional service in a community-focused environment.

Qualifications

• High school diploma or GED required.
• Basic keyboarding skills and Windows navigation ability.
• Minimum 2+ years of retail banking experience.

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

Retail banking

Customer service

Account opening

Cross-selling

Digital banking

Education

High school diploma or GED

Tools

Windows OS

Job description

Bank Five Nine in Brookfield, WI, seeks an ambitious Universal Banker II to serve customers with accuracy, open accounts, and grow relationships. You will educate clients on digital banking and refer opportunities to partners, helping both customers and the bank succeed.

The role emphasizes handling everyday banking needs, deepening customer relationships, and providing exceptional service in a community-focused environment.