Client Services Banker

INA Solution Inc

Position:Client Services Banker

Location: Milwaukee, WI

Job Type: Full-time Job Summary

Seeking a customer-focused Personal Banker to develop client relationships, identify financial needs, and recommend appropriate banking products and services while supporting branch operations.

Key Responsibilities

Build and maintain strong customer relationships and grow assigned portfolios.
Identify sales opportunities and cross-sell banking products and services.
Generate business through referrals, prospecting, and outbound calls.
Assist customers with deposit accounts, consumer loans, IRAs, and related services.
Provide personalized service and timely customer follow-up.
Support branch opening/closing and daily operational activities.
Maintain accurate documentation and follow CIP and bank procedures.
Refer mortgage and investment opportunities to appropriate specialists.
Participate in sales meetings and community events.

Qualifications

High school diploma or equivalent required; related degree preferred.
2+ years of banking or relevant sales experience.
Strong sales, customer service, and communication skills.
Knowledge of banking products and financial concepts.
Proficiency with standard desktop/office technology.
NMLS registration or willingness to obtain registration may be required.

Apply

Vacancy posted 4 days ago

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