Relationship Banker

Do you enjoy finding creative solutions for customers? Does helping them reach their financial goals bring you joy? If you’ve answered yes, keep reading! We have a fantastic opportunity for you to join our team as a Relationship Banker. 

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.

This position would work from our Summit branch.

Essential Functions:

• 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), and
• keep informed of, and strictly adhere to all bank procedures and industry regulations.

The Relationship Banker consistently reflects the Bank Five Nine branch, is well networked, and a lead contributor of branch sales growth.

Must Haves

• 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 Have

• College degree strongly preferred
• Proficient with MS Office products including Word and Excel
• Wisconsin life license

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status