Relationship Banker
$35,360–$60,237 year
On-site · Jefferson, Wisconsin, United States
Job Summary
Relationship Banker responsible for delivering outstanding customer service, processing transactions, helping customers with financial needs, and opening new accounts while building lasting relationships. Collaborates with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions, educates customers on digital banking options, promotes bank offerings, supports branch compliance, and progresses through the Banker Roadmap with training and certification milestones. Requires a high school diploma or equivalent and up to 2 years of customer-facing sales/service experience; involves background/credit checks and adherence to regulatory requirements.
Required Qualifications
- High school diploma or equivalent combination of education and experience
- Up to 2 years of customer-facing sales and/or service experience
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