Relationship Banker
Fox Valley Savings Bank
We are seeking a dedicated and personable Relationship Banker to join our team, serving as a trusted financial advisor for our valued customers. In this role, you will deliver an exceptional banking experience by providing personalized service, understanding customer needs, and offering tailored financial solutions. Your expertise will help foster long‑term relationships and support our customers' financial wellness. Customer Experience & Service Create a welcoming, personalized experience for every customer—warm greeting, eye contact, and use of their name. Provide fast, friendly, and accurate service across all teller and platform responsibilities. Actively listen and uncover customer needs to ensure the right products, services, and solutions are recommended. Support customers through a full range of transactions, account questions, and service requests. Educate customers on the bank’s digital tools, services, and features that simplify their financial life. Relationship Building & Sales Support Engage customers in meaningful conversations to understand financial goals and identify opportunities. Recommend appropriate products and services that support customer needs and help grow the relationship. Maintain documentation of conversations, needs identified, and solutions offered. Refer customers to specialists (loans, financial services, business banking) when appropriate. Operational Excellence Perform teller functions following all bank policies, procedures, and compliance requirements. Complete account openings, maintenance, and closings with accuracy and efficiency. Maintain up‑to‑date product knowledge and stay informed on new offerings and enhancements. Balance cash drawers daily and resolve discrepancies promptly. Follow security procedures and support branch opening/closing routines. Compliance & Risk Management Uphold confidentiality standards and always safeguard customer information. Complete all required compliance and regulatory training on schedule. Ensure all customer identification and account-opening protocols (including CIP) are followed without exception. Team & Culture Demonstrate the bank’s core values in all interactions with customers, colleagues, and community members. Contribute to a positive, team‑oriented branch environment. Support other branch locations as needed. The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance. Requirements High school diploma or equivalent. Strong customer service skills with a positive, professional presence. Previous banking or financial services experience required. Cash‑handling and teller experience strongly required. Solid math, computer, and data‑entry accuracy. Ability to prioritize, multitask, and adapt to varying customer needs. Ability to stand for extended periods and handle detailed work. Willingness to work a flexible schedule and travel to other branches when necessary. FVSBank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status. #J-18808-Ljbffr
$41.71k - $65k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedLocal areaImmediate startDay shift$17 - $27.5 per hour
...opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for...SuggestedImmediate start- ## Member Relationship Officer (Teller) - Lomira, WI**Fond Du Lac,WI**Posted: 07/21/2026Employment Type:PermanentIndustry: Financial ServicesJob Number: 7069Pay Rate: 38000## Job DescriptionWe strive to be Your Future, Your Solution to accelerate your career! Contact Nick...SuggestedWork at officeWeekend work
- ...U.S. Bank is seeking a Client Relationship Consultant 3 in Minocqua, WI to engage customers across channels and provide tailored financial guidance. The role emphasizes trust, digital-first service, and proactive client outreach. You will open accounts, process transactions...Suggested
$17 - $28.96 per hour
## Relationship BankerApplyremote type: On-Sitelocations: WI Pulaskitime type: Full timeposted on: Posted Todayjob requisition id: JR1061... ...check on all new hires.***Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide...SuggestedHourly payImmediate start- ...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker Full Time Professional St Germain, WI, US 5 days ago Requisition ID: 1241 Named American Banker’s “Best Banks to Work For”...Full 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...Work experience placement
$17 - $28.96 per hour
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking...Hourly payImmediate start$17 - $28.96 per hour
...and development are encouraged and supported, then Associated Bank may be the right place for you. Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career...Hourly pay- ...Client Relationship Consultant Part-time 20 Hours Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital...Part time
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- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to...Immediate startAfternoon shift
- ...asset, and we are committed to investing in their growth and development. The Personal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects...Temporary workWork at officeLocal area
$32.64k - $62.64k
## Personal Banker IApplyremote type: In-officelocations: Cottage Grove WI: Fitchburg WItime type: Full timeposted on: Posted Todayjob... ...***Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal...Local areaFlexible hoursAfternoon shift- ...Greensburg, Greensburg, PA 15601, USA Travel Required Yes. Regional travel may be required. Description As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the...Live outWork at office
$75k - $100k
...the financial services industry! Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication...Work at office$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payWork experience placementFlexible hoursDay shift- ...U.S. Bank in La Pine, OR is seeking a Peak Time Client Relationship Consultant (Banker) for a part-time role (less than 20 hours per week) at a branch. You will build client relationships through proactive outreach and follow up, ask questions, and learn about customers...Part time
- ...Overview UW Credit Union is growing and hiring a group of P ersonal Banker (internally known as Financial Specialists) to provide... ...communication skills Ability to develop and maintain positive relationships and provide top-notch service Demonstrated experience being flexible...H1bWork at officeFlexible hoursDay shift
$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office$60k
...directly with an established and growing client base to provide comprehensive financial planning, investment guidance, and ongoing relationship management. Location: Onsite in Madison, WI Pay: $60,000 per year plus bonuses Responsibilities: Build trusted relationships...$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$51.8k - $95.9k
...generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions though...Part timeLocal area- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
- ...information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of...
- Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunity Comprehensive benefits including medical, dental, and vision...Full timeLocal areaMonday to Friday
- ...prospect, grind, and hope you build something over a decade. This one is different. At Walkner Condon, you'll step directly into relationships with the established clients of our two managing partners, serving households who have been with us for years and who stay with...Work at officeRemote workRelocation package
- ...discuss their financial goals and investment preferences. Support Sr Advisors with quarterly investment portfolio reviews. Develop relationships that enhance client retention. Work directly with individuals to review their current retirement saving initiatives and...Local area
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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