About The Position

Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide counsel and address customers’ banking needs. They assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role involves proactive client outreach and follow-up, identifying solutions for new and existing clients, and maintaining knowledge of consumer and business banking products, including digital services. Relationship Bankers provide a consistent customer experience, greet clients, process basic transactions, collaborate with branch colleagues, open consumer and business accounts, complete service requests, and submit credit applications. They also educate clients about digital and self-service options and use available resources and technology to support an accurate, operationally excellent experience. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in a rescinded offer or termination. The role is listed as 20 hours per week in Ripon, Wisconsin, and bilingual English and Spanish skills are preferred.

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 complete and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including 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 engage and communicate effectively 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’ needs while using a digital-first mindset.
  • Bilingual English and Spanish.
  • Basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
  • Financial services industry experience.

Responsibilities

  • Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences.
  • Identify and communicate solutions for new and existing clients based on their needs.
  • Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • Provide a consistent client experience, including greeting clients and processing basic transactions.
  • Develop collaborative partnerships with branch team members and partners to serve clients.
  • Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Educate clients about emerging digital products and self-service services.
  • Use available resources and technologies to optimize the client experience and support 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 of 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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