Relationship Banker

Bank Five Nine • Oconomowoc, WI

12d • Onsite

About The Position

The Relationship Banker is responsible for providing a distinctive customer experience while performing sales and service activities at their branch location. Time is predominantly spent establishing new and deepening existing customer relationships, meeting a broad range of financial service needs. The Relationship Banker consistently reflects the Bank Five Nine branch, is well networked, and a lead contributor of branch sales growth.

Requirements

• High School Diploma or GED
• A minimum of 5 years’ experience in retail banking with an emphasis on account opening, product/service problem resolution and relationship development
• Working knowledge of consumer lending products
• Basic keyboarding skills and the ability to navigate in a ‘windows’ environment
• Proven ability to refer clients to a full-range of consumer and business financial products
• Possesses an NMLS ID or meets the NMLS licensing requirements

Nice To Haves

• Fluent in Spanish and English (verbal and written communication)
• College degree strongly preferred
• Proficient with MS Office products including Word and Excel
• Wisconsin life license

Responsibilities

• Actively acquire new banking relationships and open new accounts (and consumer loan products)
• Retain and deepen relationships by identifying needs and offering custom financial solutions
• Provide account servicing and maintenance
• Assist with problem resolution for customers
• Educate customers on digital bank solutions that will make their lives safer, easier, and better
• Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management)
• Keep informed of, and strictly adhere to all bank procedures and industry regulations

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED