Personal Banker
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