Find & Apply For Personal Banker / Banking Sales Staff Jobs in Whitewater, Wisconsin

Relationship Banker I Reports To:

Relationship Banking Supervisor, Assistant Branch Manager or Branch Manager depending on location The Relationship Banker I is responsible for cultivating and maintaining strong relationships with customers, providing personalized banking solutions, and offering high-quality service to meet customers' financial goals. The role involves offering a variety of products and services, including personal and business accounts.

Key R esponsibilities:

Client Relationship Management:

Establish and maintain relationships with new and existing customers, understanding their financial needs and goals. Provide tailored financial advice and recommend products/services to meet customers' needs. Act as a trusted point of contact for customers, addressing customer inquiries, ensuring a high level of satisfaction through personalized service. Follow up on customer satisfaction and ensure all service expectations are met.

Account Management:

Open and manage personal and business accounts. Help clients with setting up bill payments, and other online banking services. Assist customers with account transactions, including stop payments, wire transfers, credit card application processing, debit card disputes. Complete necessary paperwork, update account records, and maintain accurate customer information. Monitor accounts for irregularities and provide guidance to customers on managing their accounts.

Compliance and Risk Management:

Ensure all transactions and activities comply with bank policies, legal requirements, and regulatory standards. Safeguard sensitive customer information and maintain confidentiality at all times. Identify potential risks and take appropriate action to mitigate them.

Qualifications:

Education:

High School diploma or equivalent required

Experience:

Previous experience in a banking or customer service role is often required

Skills:

Strong communication and interpersonal skills. Excellent customer service orientation and ability to build relationships. Intermediate knowledge of banking products, services, and regulations. Ability to multitask and manage time effectively. Proficiency in banking software and technology.