Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Fond Du Lac, WI vacancy
  •  ...procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve's growth objectives. POSITION RESPONSIBILITIES Member Experience ~ Greet members promptly and... 
    Suggested
    Temporary work
    Work at office
    Flexible hours
    Night shift

    Verve, a Credit Union

    Fond Du Lac, WI
    1 day ago
  • Envolve Client Services Group owns and professionally manages apartment communities located throughout the southeastern United States. We are a company whose success is measured by our residents' satisfaction in making their apartment homes and community a great place...
    Suggested
    Temporary work
    Work experience placement
    Work at office

    Envolve Inc

    Fond Du Lac, WI
    3 days ago
  • $88.44k - $102.59k

     ...and institutional metrics to support evaluation, reporting, and continuous improvement efforts. • Build and maintain effective relationships with funding agencies, governmental organizations, community partners, philanthropic organizations, and workforce development... 
    Suggested
    Work at office
    Local area
    Work from home

    Moraine Park Technical College

    Fond Du Lac, WI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!