Universal Banker - West Bend

Job Description

Job Description

Join Forte Bank - Where We Put Relationships First

At Forte Bank, banking is about more than transactions - it's about people, trust, and strengthening the communities we serve.

We treat our customers like friends and family - and we do the same for our team.

We currently have an opening for a Full-Time Universal Banker to join our team in West Bend, WI . Interested candidates must be available to work as scheduled Monday through Friday and every other Saturday (see below).

As a Universal Banker, you'll have the opportunity to make a meaningful impact in the lives of our customers every day. This role is centered around relationship-building, customer service, and helping customers find financial solutions that support their goals.

Responsibilities include:

• Welcoming customers with warmth, professionalism, and a genuine smile

• Accurately processing banking transactions

• Building and deepening customer relationships by identifying needs and offering personalized financial solutions

• Promoting bank products and services through meaningful conversations (no quotas!)

• Opening, servicing, and maintaining customer accounts

• Educating customers on digital banking tools that make banking safer, easier, and more convenient

• Connecting customers with internal business partners, including lenders, business bankers, and investment services

• Delivering service experiences that exceed expectations every customer, every time

The most successful team members at Forte Bank are people who genuinely care about others, take ownership of their work, and bring positive energy to every interaction.

You'll thrive here if you:

• Naturally build relationships and enjoy helping people

• Take initiative and follow through on commitments

• Bring accountability and integrity to your work

• Take pride in delivering exceptional customer experiences

• Enjoy working collaboratively as part of a supportive team

• Value community involvement and relationship-driven service

• Maintain professionalism and confidentiality

• Adapt well in a fast-paced environment while maintaining attention to detail

• High school diploma required

• Cash handling experience strongly preferred

• Strong organizational and multitasking skills

• Attention to detail and accuracy

• Proficient computer skills including Microsoft Word, email, internet navigation, and basic keyboarding

• Excellent communication, interpersonal, and problem-solving skills

• Ability to maintain confidentiality and discretion with sensitive information

• Dependable with strong attendance and scheduling flexibility

Ability to work scheduled hours between:

• Monday - Friday: 8:00 a.m. - 5:15 p.m.

• Two Saturdays per month: 8:15 a.m. - 12:15 p.m.

When scheduled on Saturday, we work to provide a weekday off, Tues/Wed/Thurs.

• Competitive Pay

• Very Generous PTO Plan - PTO available at 30 days!

• 401(k) with company match up to 4% (immediate vesting!)

• Profit Sharing

• Employee Stock Ownership Program (ESOP)

• Employee Celebrations & Events

• Logo Apparel

• Supportive, relationship-focused culture

• Opportunities for professional growth and community involvement

Learn more about our organization and culture by visiting Forte Bank or following us on Facebook.

Forte Bank is an Equal Opportunity Employer.