Personal Banker - No Sales

First Business Bank N.A • Appleton, WI

84d

About The Position

Join us today as a Personal Banker - No sales! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm.

Requirements

• Associate's degree in business related field or equivalent work experience.
• Prior cash handling and customer service experience preferred.
• Strong organizational and multitasking skills, with the ability to meet strict deadlines.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems.
• Ability to handle confidential information with discretion.

Responsibilities

• Deliver Exceptional Customer Service - Treasury Management by promptly answering phone calls, greeting visitors, and responding to emails.
• Handle routine Treasury Management tasks and related account maintenance, referring complex issues to Senior Members.
• Coordinate new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information.
• Support limited client profiling and proposal preparation (including fee modeling).
• Open and close accounts, process card applications, and perform routine account maintenance accurately.
• Monitor key reporting activities to ensure timely and accurate handling across bank offices.
• Process routine transactions such as deposits, withdrawals, and payments, supporting cash and card services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree