Float Client Relationship Consultant 4 (Banker) Hartford & Multiple Locations, WI (Sign-On Bonus $1,500)

Responsibilities

• Build relationships with customers via in‑person, appointment, and virtual channels, providing counsel with a digital‑first mindset.
• Assess and attend to customers’ banking needs; obtain and process customer and account information.
• Demonstrate and educate clients on available deposit and loan products and services.
• Recommend solutions based on each customer’s unique goals and needs.
• Build and foster relationships through proactive outreach and follow‑up; ask questions to learn about financial needs and channel preferences.
• Identify solutions for new and existing clients by effectively engaging and communicating.
• Maintain working knowledge of consumer and business banking products and services, including digital offerings.
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests, and submit credit applications.
• Proactively educate clients on emerging and self‑service digital products and services.
• Leverage resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

Requirements

• High school diploma or equivalent.
• Typically five or more years of job‑related retail banking experience (or equivalent combination of experience and training).
• Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a satisfactory criminal background and credit check.

Skills

• Proven ability to build and foster relationships with clients through proactive outreach and follow‑up.
• Ability to effectively engage and communicate with clients.
• Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience participating in sales campaigns/promotions.
• Experience using and demonstrating digital products and self‑service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital‑first mindset.
• Demonstrated advanced proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.
• Experience in the financial services industry preferred.

Benefits

• Healthcare (medical, dental, vision)
• Basic and optional term life insurance
• Short‑term and long‑term disability
• Pregnancy disability and parental leave
• 401(k) and employer‑funded retirement plan
• Paid vacation (two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Sign‑on bonus: $1,500

Pay

Pay range: $27.00 – $33.