Jobs · Finance · Wisconsin

Relationship Banker

Park Bank - Madison · Madison, WI · 1 wk ago
FinanceFull-time

General Summary

The role of the Relationship Banker is to establish new and increase existing client account relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail Banking branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients and book of business to support the retention and growth of profitable client relationships through sales of deposit, loan, and electronic banking products.

Primary Duties/Responsibilities

  • Perform daily responsibilities to include cross-selling additional bank products, opening and closing accounts, servicing customers, processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests.
  • Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or indirectly through business partner referrals.
  • Partners with Mortgage Banking Advisor assigned to branch to assist in the processing and delivery of mortgage banking products; and utilizes this opportunity to effectively acquire new deposit and loan clients to Park Bank.
  • Provide advice and guidance to newer Retail Banking associates, and assists in complex situations.
  • Deliver financial solutions, service, and professionalism to all internal and external clients which consistently exceed expectations.

Requirements

  • Associate degree required; Bachelor’s degree preferred; Minimum 3-5 years of related work experience required.
  • Knowledge or experience in consumer lending preferred; Additional banking experience will be considered in lieu of a degree.
  • Possesses proven leadership skills and abilities.

Physical Demands

Remaining in a stationary position, often standing or sitting for prolonged periods. Adjusting or moving objects up to 10 lbs.

Qualifications

Physical Demands: Remaining in a stationary position, often standing or sitting for prolonged periods. Adjusting or moving objects up to 10 lbs.

Benefits

Not specified

Pay

Not specified

Schedule

Unspecified

Application Instructions

Apply Online: ipc.us/t/9716D042641840DF

About the Role

At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there\s no one way to what\s next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better. If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development.

Skills

Not specified

Benefits

Not specified

Pay

Not specified

Schedule

Unspecified

Equal Opportunity Employer

Equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.

Similar jobs

Relationship Banker

Bank of AmericaSanta Cruz, CA· 1 wk ago
Financeapply on careers.bankofamerica.com

Relationship Banker

F.N.B. CorporationWashington, NC· 2 wk ago
Financeapply on fnbcorp.wd501.myworkdayjobs.com

Relationship Banker

F.N.B. CorporationHuntingdon, PA· 2 wk ago
Financeapply on fnbcorp.wd501.myworkdayjobs.com

Relationship Banker

First Horizon BankSanford, NC· 3 wk ago
Financeapply on recruiting.ultipro.com

Relationship Banker

First Horizon BankLenoir, NC· 3 wk ago
Financeapply on recruiting.ultipro.com