Personal Banker

Lake Ridge Bank•Monona, WI

11d•Onsite

About The Position

A Personal Banker delivers a high-quality client experience by helping clients with consumer and retail banking needs. The role provides new and existing clients with resources and solutions for their financial needs while developing mutually beneficial client relationships. The position is based at Lake Ridge Bank’s Monona Bridge Road office. Bankers are expected to understand the bank’s offerings and maintain expertise in deposit and consumer loan products and services.

Requirements

Associate degree in a related field and/or two years of equivalent work experience in a client services or sales environment.
Exceptional interpersonal and communication skills to interact and communicate with a diverse group of clients.
Demonstrated problem-solving skills and the ability to make sound decisions.
Flexibility and ability to adapt to an ever-changing work environment.
Willingness and ability to participate in community functions involving the office.
Ability to represent the organization in a professional, positive manner.
Proven sales ability.

Responsibilities

Develop and nurture client relationships and work toward full banking relationships with clients.
Resolve client needs, problems, and issues by providing personalized service.
Sell deposit and consumer loan products and services using effective sales skills.
Open deposit accounts, including checking, savings, and CDs, and complete required account paperwork.
Process transactions such as check cashing, withdrawals, deposits, and loan payments while balancing and maintaining a cash drawer.
Follow through with onboarding new clients and new accounts.
Promote and maintain positive relationships with internal and external contacts, clients, and potential clients.
Meet established individual, office, and department benchmarks.
Participate in sales, office, and staff meetings.
Maintain confidentiality of client information.
Participate in community involvement and bank activities.
Complete annual bank security and compliance training, adhere to bank security guidelines, and stay current on compliance regulations.
Perform other duties as assigned.