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Personal Banker

Oak BankMadison, WIApril 12th, 2026
Personal Banker* *Position level and compensation dependent on banking and leadership experience. Department: Client Service Type of Position: Full-time Location: Fitchburg, WI Position Summary This position is responsible for acquiring, expanding, and enriching client relationships, while providing service in an exceptional manner. You will educate clients about their financial choices, as a trusted advisor. The person in this position must have deep knowledge of financial services and products, including all deposit accounts and all electronic banking products. Position Responsibilities: Consistently educates clients about their financial choices by understanding needs and recommending appropriate financial products and services. Provides consistent follow through Takes responsibility for retaining client relationships Educates clients about self-service options, such as Internet Banking and Bill Pay services Embraces change by anticipating and supporting corporate strategies and goals Maintains a high degree of knowledge in all bank programs, ensuring quality service and accuracy is delivered to all clients Meets expected service levels for availability, wait time and accuracy Consistently demonstrates all expected service and sales behaviors Provides deposit account and consumer loan services to clients Willingness to cover different duties as needed Exhibits regular and predictable attendance and flexibility in daily schedule to provide lobby coverage Demonstrate initiative to proactively identify issues and help problem solve and implement solutions Ability to multitask Desire to help develop and write procedures and willingness to train/coach others Qualifications (Education, Work Experience, Skills): At least 3 years of prior client service and sales experience in a professional setting Previous retail financial sales experience strongly preferred Supervisory experience preferred or willingness to grow into a supervisory role: Position title and compensation dependent on experience and leadership skills. Prior Fiserv core and Business Process Manager (BPM) account opening platform experience preferred Consumer and Home Equity lending experience preferred Knowledge of fundamental demand deposit, savings and certificates concepts and practices Ability to interpret savings instruments policies and procedures Excellent interpersonal skills to include strong verbal and written communication skills Exceptional client service skills Demonstrates analytical, accuracy, and problem-solving skills in a strong client service environment Excellent work record for attendance Proficient at Microsoft programs and banking software Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance Volunteer time off Physical Setting: Office Schedule: 8 hour shift Monday to Friday No weekends Work Location: In person