Relationship Banker I - Portage Northridge, WI
About The Position
Relationship Bankers build customer relationships through in-person, appointment-based, and virtual channels, providing counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend solutions suited to each customer’s goals. The role involves proactive outreach and follow-up, identifying client needs and channel preferences, maintaining knowledge of consumer and business banking products—including digital services—and providing a consistent client experience. Relationship Bankers greet clients, process basic transactions, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They collaborate with branch team members and partners and use available resources and technologies to serve clients accurately and operationally effectively. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check. Failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
Requirements
- High school diploma or equivalent.
- Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must meet and maintain NMLS registration requirements, including the required criminal background and credit checks.
Nice To Haves
- Proven ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to effectively engage and communicate with clients.
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
- Proven customer service and interpersonal skills.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ true needs while using a digital-first mindset.
- Basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions to learn about customers’ financial needs and banking channel preferences.
- Identify and recommend solutions for new and existing clients based on their needs.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide an optimal client experience by greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about digital and self-service products and services.
- Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
