Relationship Banker
Bank Five Nine (Community Bank)
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. Essential Functions: 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. Must Haves 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. Nice to Have Fluent in Spanish and English (verbal and written communication) College degree strongly preferred Proficient with MS Office products including Word and Excel Wisconsin life license Why Bank Five Nine 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. #J-18808-Ljbffr
- ...Bank Five Nine (Community Bank) is seeking a dedicated Relationship Banker in Oconomowoc, Wisconsin. This role involves providing a distinctive customer experience while focusing on acquiring and deepening banking relationships. The ideal candidate will have at least 5...Suggested
Bank Five Nine (Community Bank)
Oconomowoc, WI2 days ago - ...and partners to drive referrals, tailor lending, investments, and everyday banking solutions, and ensure a seamless, secure customer experience. This role emphasizes relationship building, compliance, and the ability to adapt to different branches and #J-18808-Ljbffr...Suggested
BMO U.S.
Oconomowoc, WI1 day ago $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...SuggestedHourly payAssociated Banc-Corp
Summit, WI2 days ago$41.71k - $77.5k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Resolves customer issues by applying advanced knowledge of bank services, products, and processes....SuggestedPart timeDay shift$41.5k - $65.5k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shiftBMO Financial
Hartland, WI1 day ago- ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
Chase
Hartland, WI3 days ago - ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
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Bank Five Nine
Oconomowoc, WI4 days ago - ...someone's day easier, this might be your next great move. As a Universal Banker Floater , you'll bring your energy and customer-first mindset to different branches, building relationships, offering helpful banking guidance, and supporting customers with everyday financial...
Bank Five Nine
Oconomowoc, WI5 days ago $41.71k - $50k
...overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and...Contract workPart timeLocal areaDay shiftBmo
Oconomowoc, WI3 days ago- Northwestern Mutual College Financial Representatives internship provides guidance, a framework for building an integrated financial planning practice, and access to local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You...InternshipLocal areaFlexible hours
Northwestern Mutual
Delafield, WI3 days ago $1,000 per month
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Pewaukee, WI4 days ago$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege 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 up...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Delafield, WI3 days ago$61k - $119k
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Delafield, WI4 days ago- ...executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Pewaukee, WI4 days ago - Job Description Job Description Build your banking career from the ground up. Bank Five Nine is seeking a full-time Commercial Banking Associate to join our Commercial Lending team at our corporate office in Oconomowoc, WI. This is an excellent entry-level opportunity...Full timeContract workFor contractorsWork at office
Bank Five Nine
Oconomowoc, WI2 days ago $61k - $119k
...financial 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...Work at office$1,000 per month
Overview 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 up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Delafield, WI1 day ago$19.5 per hour
...Universal Banker Position Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience. Job... ...and knowledge. Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products...Flexible hoursWaterStone Bank
Pewaukee, WI3 days ago$15 - $19 per hour
Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payWork at officeLocal areaShift work$15 - $19 per hour
...and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.* Maintain strong customer relationships and build community within your branch.* Other duties include but are not limited to: + Call approved and unmade applications to...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...
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