Universal Banker
Bank Five Nine•Oconomowoc, WI
•Onsite
About The Position
The Universal Banker creates and nurtures relationships with customers and offers banking advice to help address their financial needs. The position is based at the Oconomowoc - Main branch on W. Wisconsin Ave. in Oconomowoc, Wisconsin.
Requirements
- High school diploma or GED.
- Basic keyboarding skills.
- Ability to navigate in a Windows environment.
Nice To Haves
- Knowledge of bank products and services.
- At least one year of retail banking experience.
Responsibilities
- Accurately process banking transactions.
- Help acquire new banking relationships and open new accounts.
- Retain and deepen customer relationships by identifying needs and offering customized financial solutions.
- Provide account servicing and maintenance.
- Educate customers about digital banking solutions.
- Refer customers to internal business partners, including cash management, mortgage, and wealth management.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
