Relationship Banker

About the role

Do you enjoy finding creative solutions 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.

We’ve been in business over 167 years, and we’re just getting started! Bank Five Nine is on a mission to make lives better for the Wisconsin communities we’ve been honored to serve since 1859. We’re excited to be named a Top Place to Work for 17 years in a row and proud to be a place where people love to come to work every day.

Responsibilities

• 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)
• 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.

Requirements

• 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

Qualifications

• Fluent in Spanish and English (verbal and written communication)
• College degree strongly preferred
• Proficient with MS Office products including Word and Excel