Relationship Banker

Bank of Sun Prairie•Sun Prairie, WI

6d•Onsite

About The Position

Relationship Bankers serve a dual role in personal banking and teller responsibilities. They sell products and services to existing customers and prospects, identify opportunities to expand and deepen customer relationships, recommend appropriate products and services, and make referrals to other business lines. They provide an exceptional customer experience by serving customers, explaining product features and benefits, accurately processing transactions, and keeping customers’ best interests in mind. They follow applicable compliance requirements and bank policies and procedures. The position includes opening and closing deposit accounts for retail and business clients, responding to inquiries and account issues, identifying sales opportunities, conducting outbound calls, and meeting growth and sales expectations. Teller duties include processing transactions, opening and closing the retail branch, scanning daily transactions, and completing administrative tasks. The role may also support other branch locations and contribute to branch operations through tasks such as documenting procedures, ordering supplies, and managing vendor relationships. The position is located in an office environment with artificial lighting and controlled heating and air conditioning. It involves prolonged computer use, repetitive motions that may involve the wrists, hands, or fingers, and occasional movement within the office to access files and equipment. The incumbent must accommodate detailed work, problem-solving, customer contact, math, communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Bank of Wisconsin, a branch of Bank of Sun Prairie, provides reasonable accommodations to qualified individuals with disabilities.

Requirements

Proficiency with computer software and willingness to adopt new technology.
Strong math and analytical aptitude.
Ability to work in a fast-paced environment with shifting priorities and deadlines.
Strong organizational and time-management skills.
Problem-solving ability and attention to detail.
Positive, professional interpersonal and communication skills.
Relationship-building skills and ability to cross-sell products and services.
Resourcefulness and proactivity in solving problems and addressing customer needs.
Ability to accommodate detailed work, problem-solving, customer contact, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.
Ability to perform prolonged computer work, repetitive motions involving the wrists, hands, and/or fingers, and occasional movement within the office to access files and equipment.

Responsibilities

Open and close deposit accounts for retail and business clients, including checking, savings, money market, CDs, IRAs, and safe deposit boxes.
Address customer inquiries and resolve account issues while ensuring accurate transaction processing.
Stay informed about products, features, benefits, and procedures to provide customers with accurate information.
Identify cross-selling opportunities for credit cards, electronic banking solutions, consumer loans, mortgage loans, and other products and services.
Serve as a primary point of contact for customers and build lasting relationships.
Engage customers to identify financial needs, turn service opportunities into sales, and nurture relationships over time.
Conduct outbound calls and other activities to increase customers’ use of products and services, satisfaction, sales, and revenue.
Meet and exceed growth and sales expectations and seek ways to exceed customer expectations.
Process teller transactions accurately and efficiently.
Open and close the retail branch and complete routine start- and end-of-day tasks.
Comply with internal policies, procedures, applicable laws, and regulations.
Scan daily transactions accurately and on time and complete administrative tasks.
Answer telephone calls, direct calls, and assist customers with inquiries.
Support other branch locations as needed while maintaining consistent customer service.
Document procedures, order supplies, manage vendor relationships, and assist with other branch needs.
Perform additional duties as assigned.