Relationship Banker
Bank Five Nine
Relationship Banker
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), and
- 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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Oconomowoc, WI vacancy
$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...SuggestedContract workPart timeLocal areaImmediate startDay shiftKoitecc Solutions
Oconomowoc, WI1 day ago- ...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...Suggested
Bank Five Nine (Community Bank)
Oconomowoc, WI1 day ago - A community-focused bank in Wisconsin seeks a dedicated individual to foster client relationships and drive sales while providing excellent service. This role involves developing financial solutions for clients, conducting sales activities, and ensuring operational excellence...Suggested
- North Shore Bank in Pewaukee, WI is looking for a motivated professional to develop client relationships and provide exceptional service. Responsibilities include managing accounts, maximizing sales opportunities, and ensuring customer satisfaction. Candidates must have...Suggested
$20.25 - $24.75 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually...SuggestedTemporary workLocal area$24 per hour
Position Personal Banker - Pay Starting at $24+ DOE (Full‑Time / Regular) Location Pewaukee, Wisconsin Company Overview North Shore... ...communities flourish. Job Summary Proactively develop client relationships through effective use of profiles and established bank sales...Full time- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
$24 per hour
...growth ahead of short‑term profits and we value respect, integrity, and being true to your word. Summary Proactively develop client relationships through the effective use of profiles and established bank sales processes. Responsible for coordinating bank resources to...Temporary workBank staffWork at officeLocal areaDay shift- ...Senior Universal Banker (Personal Banker) At Summit Credit Union, we're all about people helping peoplewhile building futures, confidence... ...banking, major life decisions, and long-term goals. Build relationships that create lifelong members through trust, empathy, and...Work at officeLocal area
$17 - $28.96 per hour
...Role Summary Join Associated Bank as a Banker, where you’ll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you’ll process transactions, assist customers with financial needs, and introduce...Hourly payDormont Manufacturing Company
Oconomowoc, WI5 days ago- ...Universal Banker Floater Interested in helping to solve all the problems of the world? Ish…that seems like a lot of work. What... ...Banker Floater, your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice...
Bank Five Nine
Oconomowoc, WI1 day ago $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 areaUnavailable
Pewaukee, WI1 day 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Pewaukee, WI2 days ago$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, WI3 days ago$30k - $60k
...and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long‑term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE...Work experience placementLive inWork at officeFlexible hoursAlerus
Pewaukee, WI5 days ago- Financial Aid Representative The Financial Aid Representative provides individualized assistance to students and families regarding the availability, eligibility, and application process for financial aid. This position supports student success by guiding applicants through...Work at office
WCTC Corporate Training Center
Pewaukee, WI5 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 officeUnavailable
Pewaukee, WI2 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, WI1 day ago $61k - $250k
Northwestern Mutual in Delafield, Wisconsin is looking for a Financial Advisor to build a client-focused financial planning practice. You'll have the chance to work independently while receiving comprehensive support through training and development. The role offers competitive...$61k - $250k
...uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships. Candidates should have a Bachelor's degree, excellent communication skills, and a drive to succeed. Compensation ranges from $6...- JMG Financial Group, Ltd. is one of the largest independently owned fee‑based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net‑worth individuals. Investment News recently announced JMG as Best Places to...Full timeTemporary workWork at office
$61k - $119k
Northwestern Mutual is looking for a financial advisor in Pewaukee, Wisconsin. As a financial advisor, you will grow your client base and build personalized financial plans. The role offers performance-based earnings with average annual earnings ranging from $61,000 to ...$50k - $90k
Financial Advisor Bank Five Nine Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Bank Five Nine in Hartland, WI would allow you to join...Local area$30k - $60k
Alerus Financial is seeking a Financial Advisor in Pewaukee, Wisconsin. The role involves managing high-net-worth client portfolios and delivering tailored financial solutions. An ideal candidate holds a Bachelor's in finance, possesses 5 years of relevant experience, and...- JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years of...Full time
- Northwestern Mutual is offering a College Financial Representative internship designed to help you build a personal financial planning practice while still in school. You will learn networking, client prospecting, and strategic planning with support from a Fortune 500 company...Full timeInternshipLocal area
- JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must have a minimum of 5 years of client-facing experience and a solid grasp of comprehensive financial planning. Responsibilities include...
- Waukesha County Technical College is hiring a Financial Aid Representative to provide individualized assistance to students regarding financial aid eligibility and processes. The role includes advising on FAFSA completion, handling inquiries, and collaborating with campus...
- ...training needs, policy development, and business growth. Identify, coordinate, and manage all relevant external business partner relationships, including but not limited to insurance carriers, external consultants, and third party administrators and vendors. Act as...Work experience placementWork at office
- Northwestern Mutual offers College Financial Representation internships that guide you in building an integrated financial planning practice while connected to experts and exclusive products within a Fortune 500 company. Your role mirrors a full-time Financial Representative...Full timeInternshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!
