Jobs · Finance · Wisconsin

Personal Banker II

Greek Peak Mountain Resort · Johnson Creek, WI · 1 mo ago
Finance$19.52–$26.41/hrFull-time

About the role

First Community Bank is a community‑focused financial institution with over 60 locations in four states. The Personal Banker II – Float provides customers with accurate information about the bank’s products and services, handles inquiries, resolves complaints, and supports the bank’s overall goals and objectives.

Responsibilities

  • Establish and promote cordial relationships with customers, promptly attending to inquiries and solving problems to maximize satisfaction.
  • Inform and suggest new banking products to customers.
  • Provide account information such as balance, status, and transaction history.
  • Ensure strict compliance with all bank policies, procedures, and regulatory guidelines.
  • Protect customers’ confidential information and use it only for official purposes.
  • Improve the banking experience by addressing challenges promptly.
  • Conduct effective checking sales presentations, recommend appropriate accounts, and ask for the customer’s business.
  • Introduce customers to the Tell‑A‑Friend program and distribute coupons with enthusiastic explanations.
  • Help customers understand in‑person and digital banking options and select the preferred channel.
  • Expand technology penetration by proactively using and advocating customer convenience channels.
  • Open new accounts and service existing ones according to operational procedures, ensuring required documentation is received and archived.
  • Minimize deposit exceptions and address them quickly to prevent account closure.
  • Make qualified referrals to Wealth, Mortgage, Commercial, and Treasury Services.
  • Perform branch operational duties as assigned by the Branch Manager.
  • Participate in marketing and awareness campaigns to grow the customer base.
  • Consult customers on consumer loan options, process applications accurately, discuss debt ratios and reports, and ensure proper loan documentation for non‑real‑estate loans.
  • Serve as Teller: maintain cash drawer, accept deposits, cash checks, process cash advances and loan payments, and perform other teller transactions accurately and courteously.
  • Complete assigned training within expected timeframes.
  • In some markets, handle cash‑vault duties, including end‑of‑day balancing, currency and coin shipments, vault logs, and related reconciliation tasks.
  • Assist Personal Bankers I with more complex duties such as business accounts, IRA distributions, IRA openings, and other less‑frequent tasks.
  • Support First Community Bank’s mission, vision, and values by adhering to Company Standards of Conduct.

Requirements

  • High school diploma or equivalent.
  • Three years of banking experience in account opening, servicing, and maintenance with demonstrated proficiency.
  • Effective listening skills and the ability to propose solutions based on customer input.
  • Patience and a positive attitude when helping others solve problems.
  • Proven record of outstanding customer service.
  • Proficiency with banking platforms and common office software/systems.
  • Strong verbal and written communication skills.
  • Excellent negotiation and influencing abilities.
  • Strong attention to detail.
  • Ability to lift up to 25 pounds occasionally and stand for extended periods.
  • Ability to sit at a computer for extended periods.
  • Willingness to travel as needed.

Benefits

  • Health, vision, and dental insurance.
  • 401(k) plan with employer match.
  • Life insurance.
  • Paid vacation days, holidays, and other time‑off options.
  • Paid volunteer time.
  • Matching gifts for charitable contributions.
  • Team participation in charitable events.

Pay

Salary range: $19.52 – $26.41 per hour (Grade 5), commensurate with experience, education, and other qualifications.

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