Retail Banker
RoShay Services · West Milwaukee, WI · Today
FinanceFull-time
Relationship Banker responsible for building and deepening consumer and small business relationships in a community-focused setting. Key Duties Include Serve as a primary client-facing point of contact, providing high-quality service.Open and maintain customer accounts while ensuring accurate, compliant processing.Support lending needs and introduce relevant digital banking solutions.Conduct regular financial check-ins to understand goals and recommend appropriate products.Proactively identify and refer opportunities across banking, insurance, and investment offerings.Maintain strong operational standards to ensure smooth day-to-day execution. Qualifications/Skills include strong sales and relationship-building ability, customer service excellence, sound financial acumen, and comfort discussing lending and digital solutions in a collaborative, performance-driven environment.