Personal Banker Bilingual (English/Spanish)

Job Description

Job Description

Description:

“ROCKSTAR POSITION:” The Ultimate Career Opportunity

We are looking for a full-time A+ Team Player ready to ROCK their job! 

 

Have you found your niche yet? If what you are looking for falls into what we offer below, we want to talk with you. If you haven’t found your niche, and are interested in growing and advancing your career, maybe you’ll find it working with First Federal Bank of Wisconsin!

Are you ready to start a career with room for growth?

Are you looking to do something with purpose and help others in the community while doing so?

Are you motivated to bring solutions and come up with creative ideas to improve something or start something new? 

 

If you answered “yes” to the above, we would love to talk to you! 

 

At First Federal Bank of Wisconsin

• We are on a mission to provide exceptional customer service.
• The Vision we live by is, “Every customer says, “My bank has my back!””
• We take our culture seriously—it is everyone’s job, and we hold each other accountable for keeping our workplace great.
• We frequently celebrate our successes.
• We are committed to making our community better. 
• We are the only bank in our state to win the Banky Award™—the mark of excellence in banking due to our measured excellence in customer service scores, culture scores, management of our bank, and the impact we make on our community

First Federal Bank of Wisconsin is growing tremendously, so we are looking for individuals who want to bring efficient solutions to the table to make this an even better workplace!

Right now, we have an exciting opportunity to join our banking family.

 

As a Rockstar Employee, you will help ensure that the exceptional customer service exceeds our customers’ expectations by excelling in these critical tasks:

• Providing a “Can Do” attitude in everything you encounter.
• Always doing the right thing, even when no one is watching.
• Being the BEST version of yourself.
• Building strong relationships with each person you interact with. 
• Meeting Conditions of Satisfaction in each project you are faced with.
• Maintaining and protecting highly-confidential information.
• Most importantly, being proactive in seeing what might be missing and making it happen to ensure our banking family is successful in everything we do!

A Rockstar Employee will possess the following background experience, skills, and attributes:

• The ability to welcome constructive criticism.
• Welcomes change and seeks growth opportunities. 
• Accountable and responsible—no excuses or whining!
• Possess a “ can do ” attitude with all tasks they encounter.
• Regularly takes on responsibility for areas beyond their basic job duties.
• Initiative to own responsibility for outcomes and get things done.
• Detail-oriented and focused on completing work of the highest quality.
• Open communication and staff camaraderie.
• Reliable in terms of attendance and punctuality.
• Committed to being on time and prepared to accomplish deadlines and goals.
• A commitment to grow

We believe work and life should be meaningful and beneficial to our employees and the bank. If you believe in this, too, we want to hear from you!

As Our New Rockstar Employee, you will enjoy the following:

• Compensation determined by education, experience, and related work history
• Outgoing and supportive teammates to ensure your success!
• Health insurance
• An “over the top” retirement plan
• Paid vacation
• Quarterly celebrations to recognize employees and their results
• Ability to cross-train and grow within the Bank

Who shouldn’t apply? If you: 

• Are not a team player.
• Are not willing to be authentic and open.
• Do not excel at independent, research-based activities.
• Become frustrated when faced with unexpected changes in plans.
• Become irritated when interrupted or asked to deviate from a task.
• Have difficulty planning a course of action without specific instruction.
• Lack communication and organizational skills.
• Have the inability to be quick on your toes while turning in the highest quality of work.
• Are someone who wants an everyday JOB. This is MORE than your basic JOB!

SUMMARY / OVERVIEW

The Personal Banker is responsible for delivering exceptional customer service while supporting customers with a wide range of banking needs. This role focuses on building strong client relationships, opening and maintaining accounts, proactive in offering product solutions that meet customer goals, and ensuring all transactions and interactions comply with bank policies and regulatory requirements. The Personal Banker serves as a trusted financial resource within the branch, provides technical and product expertise to customers, and supports daily branch operations as needed. Success in this role requires strong communication skills, attention to detail, and the ability to identify opportunities to enhance customer experience.

Requirements:

PRIMARY RESPONSIBILITIES

May perform any or all of the following duties:

Customer Experience & Relationship Support

• Deliver exceptional customer service by engaging customers, identifying financial needs, and recommending appropriate banking products and services.
• Serve as a trusted resource for customers, ensuring timely assistance and resolution of inquiries, issues, and account needs.
• Manage incoming customer service calls and emails, respond promptly to branch operations supervisor to take incoming online appointments as needed. 
• This role is also responsible for supporting digital requests for new account opening personal banker will work with branch operations supervisor for assignment of those opportunities

Operational Support

• Support daily branch operations by ensuring transactions, account openings, and service requests comply with bank policies, procedures, and regulatory standards.
• Assist with maintaining branch readiness, including cash handling accuracy, security protocols, and adherence to operational controls.
• Escalating complex issues to the Branch Operations Supervisor or Branch Manager as appropriate.

Team Collaboration

• Work closely with branch leadership to help ensure adequate staffing coverage by communicating scheduling needs and supporting workflow throughout the day.
• Collaborate with Branch operations supervisor to support consistent processes, accurate documentation, and smooth customer experience.
• Contribute to a positive and results-oriented team environment by sharing information, participating in team initiatives, and supporting branch goals.

Sales & Business Development

• Meet assigned sales and referral goals.
• Actively cross-sell and telemarket deposit accounts, loans, and bank services.
• Open new depository accounts and complete all related paperwork/compliance.
• Refer mortgage and commercial loans to specialized lenders.

Branch Support Functions

• Assist in resolving customer inquiries and operational issues by researching account activity, identifying solutions, and ensuring timely follow-up.
• Support the Deposit Operations team by completing assigned requests and coordinating with branch staff to ensure timely task completion.
• Maintain accurate and up-to-date consumer banking procedures by providing feedback, noting inconsistencies, and supporting staff training as directed.
• Assist with cash management duties, including preparing cash orders and helping maintain appropriate branch cash levels.

OTHER RESPONSIBILITIES

• Follow and enforce First Federal Bank of Wisconsin policies and procedures.
• Follow and enforce all state and federal banking regulations.

REQUIREMENTS / CORE COMPETENCIES

• High School or equivalent experience. Two years branch staff experience, or equivalent experience.
• Bilingual (English/Spanish)

OTHER QUALIFICATIONS / SKILLS

• Sound knowledge of financial services, Bank Philosophy, time management and good communication skills.