Universal Banker

Forte BankWest Bend, WI
Onsite

About The Position

Join Forte Bank - Where We Put Relationships First. At Forte Bank, banking is about more than transactions - it's about people, trust, and strengthening the communities we serve. We treat our customers like friends and family - and we do the same for our team. We currently have an opening for a Full-Time Universal Banker to join our team in West Bend, WI. Interested candidates must be available to work as scheduled Monday through Friday and every other Saturday. As a Universal Banker, you'll have the opportunity to make a meaningful impact in the lives of our customers every day. This role is centered around relationship-building, customer service, and helping customers find financial solutions that support their goals.

Requirements

  • High school diploma required
  • Cash handling experience strongly preferred
  • Strong organizational and multitasking skills
  • Attention to detail and accuracy
  • Proficient computer skills including Microsoft Word, email, internet navigation, and basic keyboarding
  • Excellent communication, interpersonal, and problem-solving skills
  • Ability to maintain confidentiality and discretion with sensitive information
  • Dependable with strong attendance and scheduling flexibility
  • Ability to work scheduled hours between: Monday - Friday: 8:00 a.m. - 5:15 p.m.
  • Ability to work Two Saturdays per month: 8:15 a.m. - 12:15 p.m.
  • When scheduled on Saturday, we work to provide a weekday off, Tues/Wed/Thurs.

Responsibilities

  • Welcoming customers with warmth, professionalism, and a genuine smile
  • Accurately processing banking transactions
  • Building and deepening customer relationships by identifying needs and offering personalized financial solutions
  • Promoting bank products and services through meaningful conversations (no quotas!)
  • Opening, servicing, and maintaining customer accounts
  • Educating customers on digital banking tools that make banking safer, easier, and more convenient
  • Connecting customers with internal business partners, including lenders, business bankers, and investment services
  • Delivering service experiences that exceed expectations every customer, every time

Benefits

  • Competitive Pay
  • Very Generous PTO Plan - PTO available at 30 days!
  • 401(k) with company match up to 4% (immediate vesting!)
  • Profit Sharing
  • Employee Stock Ownership Program (ESOP)
  • Employee Celebrations & Events
  • Logo Apparel
  • Supportive, relationship-focused culture
  • Opportunities for professional growth and community involvement
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