Relationship Banker jobs at Johnson Financial Group - 202 jobs

Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker! As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As the face of the bank, the Senior Relationship Banker's primary goal is providing a highly personalized level of service, empowering you to handle any presented need, and from there, deepen relationships with individually customized solutions. You will manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Target Market clients for their core banking needs. You make a real impact on every client you serve by helping them financially protect their most important asset - their family. At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You're welcome here. Key Responsibilities: * Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. * Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recommending appropriate financial solutions to each client's unique situation. * Utilize and embrace new technology to enhance the client experience. * Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. * Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs. * Partner with your branch team to remain familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. * Adheres to established operational procedures and controls for security and safety policies. * In addition to client relationship management, you may be asked, at times, to cover the teller line and perform cash handling duties. * Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources. Qualifications and Benefits: * 3+ years financial services experience; lending experience highly desired * High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically! * National Mortgage Licensing System (NMLS) registration will be obtained upon hire * Excellent client service and communication skills essential with a genuine care and passion for helping people * Eligible for our company profit sharing bonus * Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started * As a birthday present, enjoy your birthday off - paid! Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Global Investment Banking is pleased to offer the Baird Banking Bootcamp, a comprehensive multi-day virtual program designed to introduce undergraduate students to the field of investment banking.In collaboration with Wall Street Prep, Baird will conduct four 2½-hour workshop sessions, covering fundamental investment banking concepts and essential skills for early career success.The topics covered include: Introduction to Investment Banking and Baird Introduction to Accounting and Excel Investment Banking Soft Skills Introduction to Valuation Participants will also have the opportunity to network with Baird Global Investment Banking professionals and gain insights into Baird's platform.Ideal candidates are current freshmen and sophomores who have an interest in exploring investment banking.Key Dates: March 28 April 4 April 11 April 25 Each session will be held virtually from 12:00 PM to 2:00 PM CT, followed by a Q&A with bankers from 2:00 PM to 2:30 PM CT. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Global Investment Banking is pleased to offer the Baird Banking Bootcamp, a comprehensive multi-day virtual program designed to introduce undergraduate students to the field of investment banking. In collaboration with Wall Street Prep, Baird will conduct four 2½-hour workshop sessions, covering fundamental investment banking concepts and essential skills for early career success. The topics covered include: Introduction to Investment Banking and Baird Introduction to Accounting and Excel Investment Banking Soft Skills Introduction to Valuation Participants will also have the opportunity to network with Baird Global Investment Banking professionals and gain insights into Baird's platform. Ideal candidates are current freshmen and sophomores who have an interest in exploring investment banking. Key Dates: October 31 November 7 November 14 November 21 Each session will be held virtually from 1:00 PM to 3:00 PM CT, followed by a Q&A with bankers from 3:00 PM to 3:30 PM CT. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Job Description The Universal Banker accurately processes customer transactions on the teller line and provides quality customer service in a friendly, professional, and timely manner. This position determines customers' needs and meets their expectations by recommending beneficial products and referring them to partner departments when appropriate. The Universal Banker ensures positive interactions with existing and prospective customers-both over the phone and in person-with a focus on acquiring and expanding loyal relationships. In addition, the role includes assisting customers with opening new personal and business products and services while working to achieve targeted levels for product sales, service behaviors, and referral goals.Job Responsibilities: The Universal Banker is responsible for delivering exceptional service by adhering to all established bank policies and procedures while maintaining a strong working knowledge of Capitol Bank's products and services to effectively cross‑sell and support customer needs. This role performs a wide range of transaction‑related duties, including processing deposits and withdrawals, cashing checks, issuing official checks, handling various payments, managing coin orders and bankcard cash advances, and providing account information as requested. The Universal Banker ensures accuracy through daily cash‑drawer balancing and meets established standards for overages and shortages. They are accountable for achieving targeted goals related to product sales, service behaviors, and referral activity, as well as opening, updating, and maintaining customer accounts. This position requires prompt, professional handling of customer inquiries and ongoing relationship development through regular communication, business visits, and participation in community or customer‑focused events. Additional responsibilities may be assigned to support the overall needs of the branch and the Bank. Skillset & Experience: Effective communication when working with customers and/or employees Be involved in developing solutions to meet the needs of the customer and/or employees Flexibility to meet changing workload; highly self-motivated Be a team player and be respectful to all staff, customers, and prospects. Proficient in Microsoft Office Suite and other applicable software. Minimum of 1 year in customer service. Previous banking experience preferred. Applicable college degree or equivalent work experience. Working Conditions: Must be able to sit for periods greater than 45 minutes at a time. Must be able to stand for periods greater than 30 minutes at a time. Must be able to lift a minimum of 25 pounds. Must be able to use computer monitors for periods greater than 45 minutes at a time. Must be able to perform basic typing functions.

A Senior Universal Banker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager's absence while coaching less experienced staff in a professional, courteous and confidential manner. PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Customer Service Professionally and confidently greet customers, answer phones, resolve inquiries Explain products fully, disclose rates, fees, etc. Keep management informed of customer feedback Leadership & Coaching Act as Branch Manager when needed Coach and develop less experienced bankers Assist with complex transactions and sales-skill development May override transactions and handle escalated issues Sales & Business Development Meet assigned sales and referral goals Actively cross-sell and telemarket deposit accounts, loans, and bank services Open new depository accounts and complete all related paperwork/compliance Refer mortgage and commercial loans to specialized lenders Daily Teller / Platform Transactions Accept deposits and withdrawals, cash checks, process loan payments Verify endorsements/ID, place holds, detect counterfeit currency Balance cash drawer daily, buy/sell cash from vault, balance ATM Perform funds transfers, stop payments, coin counting, statement research, etc. Loan Officer Duties (Consumer/Small Business) Generate, close, administer, and collect select loans Act as liaison to central lending departments Compliance, Operations & Risk Management Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.) Complete accurate new-account documentation and follow-up Open/close branch following security procedures Process dormancy, negative-balance outreach, signature corrections OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Requirements REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast-paced environment. Ability to work well under pressure. Ability to cross-sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.

To service the Bank's customers in a professional, courteous and confidential manner. To promote and process Bank depository products and services according to the guidelines of the Bank and be responsible for business development. Comply with regulations and policies of Bank as established. Requirements PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Perform all work accurately, thoroughly and compliant with Bank policies and procedures. Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections. Greet all customers and potential customers, promote bank and cross-sell bank products and services. Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit. Examine checks deposited and determined proper funds availability based on regulation requirements and complete Hold Notices. Process savings withdrawals. Cash checks: verify endorsement, receive proper identification and ensure validity. Identify counterfeit currency. Accept loan payments: verify payment amount and issue receipts. Buy and sell currency from the vault as necessary, ensuring that branch staff drawer cash limits are not exceeded. Balance drawer daily, including periodic batching of cashed checks. Ensure branch staff station is properly supplied. Follow procedures for removing accounts for dormancy. Process work utilizing scanning and other technologies on a daily basis. Achieves sales and referral goals as assigned. Keep management informed of customers' suggestions and concerns. Answer basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Refer customers to the proper department for issues that cannot be resolved at the branch staff line. Attend meetings as scheduled. Count loose coins. May have ability to override branch staff transactions including special override capabilities. Assist in balancing the ATM, handling cash orders or vault duties. Able to open depository accounts. Cross-sell and telemarketing Bank products and services based on customer needs in accordance with the Bank's program standards. Process depository products and services according to policy and regulations. Complete all follow-up duties associated with opening new relationships including new account paperwork is complete, in compliance and signed appropriately prior to filing for record keeping. Explain and complete all services in a manner which assures the customer is in complete understanding of all terms and conditions. Contact customers to obtain necessary signatures on items with missing or irregular signatures. Disclose complete product and insurance information to the customer. Refer all mortgage and commercial inquiries to the appropriate bankers. Prepare management reports as required. Answer phones and respond to customer inquiries in a professional and courteous manner. Perform customer requested research, including printing statement and check copies. Assist customers with routine account-related requests such as: funds transfers, electronic funds transfers (EFTs), stop payments, inquiries about Bank deposit products and service charges, inquiries about customer loan and transaction history, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquires about set up of online banking accounts and bill pay, and check verification requests by third parties. Log all new accounts and verify all accounts are logged correctly prior to the end of the business day. Complete all follow-up documentation. Make calls to customers regarding negative account balances and to develop supportive long-term solutions. Open and close branch, observing security procedures. Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections. Act as liaison to lending departments as needed. Perform other duties as assigned. OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Follow all state and federal banking regulations. REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.

is $19.50 an hour and up, depending on experience. ? Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. What are your responsibilities in the position? * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. * Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. * Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Focus on the skills and attributes in order to complete the Banker Certification process * Perform other duties as assigned. What you bring to the table for the Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required: Banker Certification within18 months of hire/promotion date Benefits and Perks of working at WaterStone Bank: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * Pet Insurance * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Who is Park Bank? At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there's no one way to what's next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better. If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development. General Summary: The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as needed while also processing account transactions at the Teller station and completing basic account maintenance requests. The Universal Banker will also be trained to handle any and all branch servicing tasks such as vault balancing, cash shipment preparation, safe deposit box access etc. Outcomes: 1) Balance Growth and Production Achievement (30%) a. Loan Origination, New Checking Accounts, Business Deposit Accounts, Credit Cards, and Convenience Services 2) Client Service/Relationship Metrics (30%) a. Services per Household, Referrals, Client Service, etc. 3) Cash Drawer Balancing (20%) a. Balance cash drawer in accordance with bank policy and procedure. 4) Compliance and Operations Evaluation (20%) a. Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security. Primary Duties/Responsibilities: * Perform daily office responsibilities and tasks such as account transactions, account maintenance, and customer correspondence. * As needed, the Universal Banker will be responsible for processing new account requests and assisting the Branch Manager and/or Relationship Banker in cross-sell efforts to existing clients. * While processing routine client transactions, the Universal Banker will identify current and future financial needs and effectively refer and/or fulfill these sales to branch and strategic partners. * Perform additional responsibilities to include client service requests such as processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests. * Actively work with clients to identify current and future financial needs and effectively offer solutions either directly or indirectly through business partner referrals. Requirements Qualifications: * High school diploma required; Associate degree or equivalent preferred * Minimum 1-3 years of related work experience required Physical Demands: * Remaining in a stationary position, often standing or sitting for prolonged periods. * Adjusting or moving objects up to 10 pounds in all directions. * Repeating motions that may include the wrists, hands and/or fingers. * Communicating with others to exchange information * Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test. * Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws. * Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status. * Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: *************************** or ************. * The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired. * Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage

Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties.

Job Description Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Powered by JazzHR KQ6jTRQ2ga

Join Our Team as a Universal Banker at Starion Bank in Wisconsin! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank! Why Starion Bank? As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally. Position: Universal Banker Location: Wisconsin Key Responsibilities: Open personal and business deposit accounts Cross-sell bank products and services Process consumer loans Troubleshoot and resolve customer and internal inquiries in a timely, professional and accurate manner Complete relationship development activities Qualifications: One to three years of experience in customer service, sales and cash handling or related experience required Demonstrated high level of flexible interpersonal skills, customer service, trustworthiness, credibility and diplomacy required What We Offer: Competitive Salary : Your hard work deserves great pay! Comprehensive Benefits : Including health, life, dental, vision, and a health savings account. Retirement Planning : 401K and profit-sharing options. Incentives : Annual Incentive Compensation Program available for all benefit eligible employees Work-Life Balance : Paid vacation and holidays. Recognized Excellence: Join a team recognized as the “Best of the Best” by Independent Bankers magazine and one of the “50 Best Places to Work” by Prairie Business magazine! Ready to Make a Difference? If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further. Apply now and become a vital part of our team! Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Join Our Team as a Universal Banker at Starion Bank in Wisconsin! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you on our team at Starion Bank! Why Starion Bank? As a growing community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a place where you can thrive both professionally and personally. Position: Universal Banker Location: Wisconsin Key Responsibilities: Open personal and business deposit accounts Cross-sell bank products and services Process consumer loans Troubleshoot and resolve customer and internal inquiries in a timely, professional and accurate manner Complete relationship development activities Qualifications: One to three years of experience in customer service, sales and cash handling or related experience required Demonstrated high level of flexible interpersonal skills, customer service, trustworthiness, credibility and diplomacy required What We Offer: Competitive Salary: Your hard work deserves great pay! Comprehensive Benefits: Including health, life, dental, vision, and a health savings account. Retirement Planning: 401K and profit-sharing options. Incentives: Annual Incentive Compensation Program available for all benefit eligible employees Work-Life Balance: Paid vacation and holidays. Recognized Excellence: Join a team recognized as the “Best of the Best” by Independent Bankers magazine and one of the “50 Best Places to Work” by Prairie Business magazine! Ready to Make a Difference? If you're ready to take the next step in your career and be part of a community-focused bank, apply today at ******************** Starion Bank- Taking You Further. Apply now and become a vital part of our team! Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities .

is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. Duties and responsibilities for Universal Banker position: * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. * Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. * Accurately open, maintain and close deposit accounts and services. * Answer customer questions and resolve related account issues, including phone and in-person. * Perform service related activities such as on-boarding calls and appropriate follow-up with customers. * Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Keep abreast of industry trends, standards and external factors that may affect the bank. * Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws * Perform other duties as assigned. Qualifications for Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion date Benefits for Universal Banker position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * Pet Insurance * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Job Description The Universal Banker accurately processes customer transactions on the teller line and provides quality customer service in a friendly, professional, and timely manner. This position determines customers' needs and meets their expectations by recommending beneficial products and referring them to partner departments when appropriate. The Universal Banker ensures positive interactions with existing and prospective customers-both over the phone and in person-with a focus on acquiring and expanding loyal relationships. In addition, the role includes assisting customers with opening new personal and business products and services while working to achieve targeted levels for product sales, service behaviors, and referral goals. Job Responsibilities: The Universal Banker is responsible for delivering exceptional service by adhering to all established bank policies and procedures while maintaining a strong working knowledge of Capitol Bank's products and services to effectively cross‑sell and support customer needs. This role performs a wide range of transaction‑related duties, including processing deposits and withdrawals, cashing checks, issuing official checks, handling various payments, managing coin orders and bankcard cash advances, and providing account information as requested. The Universal Banker ensures accuracy through daily cash‑drawer balancing and meets established standards for overages and shortages. They are accountable for achieving targeted goals related to product sales, service behaviors, and referral activity, as well as opening, updating, and maintaining customer accounts. This position requires prompt, professional handling of customer inquiries and ongoing relationship development through regular communication, business visits, and participation in community or customer‑focused events. Additional responsibilities may be assigned to support the overall needs of the branch and the Bank. Skillset & Experience: Effective communication when working with customers and/or employees Be involved in developing solutions to meet the needs of the customer and/or employees Flexibility to meet changing workload; highly self-motivated Be a team player and be respectful to all staff, customers, and prospects. Proficient in Microsoft Office Suite and other applicable software. Minimum of 1 year in customer service. Previous banking experience preferred. Applicable college degree or equivalent work experience. Working Conditions: Must be able to sit for periods greater than 45 minutes at a time. Must be able to stand for periods greater than 30 minutes at a time. Must be able to lift a minimum of 25 pounds. Must be able to use computer monitors for periods greater than 45 minutes at a time. Must be able to perform basic typing functions.

Job Description The Universal Banker-II: Assists customers with opening new personal and business deposit accounts. Welcomes and assists customers at the Teller line. Accurately processes a variety of transactions including deposits and withdrawals. Maintains a high degree of knowledge in all Capitol Bank products and services offerings. Resolves all customer needs and requests in a friendly, professional, and timely manner. Ensures a positive interaction with existing and prospective customers on the phone and in person with a focus on acquiring and expanding loyal relationships. Works to achieve targeted levels for product sales, service behaviors, and referral goals. Maintains an active community presence and participates in Bank activities including prospecting and networking. The Universal Banker-II will also: Follows all established bank policies and procedures. Knowledgeable in bank products and services in order to cross-sell. Provides banker and teller coverage to the assigned branch location. Process deposits and withdrawals, cash checks, issue Cashier's Checks, accept a variety of payments, process coin orders accurately, perform proof duties, balance cash vaults, scan and file appropriate documents Maintains a high degree of accuracy by balancing cash drawer daily. Keeps cash overages/shortages within the acceptable standards. Properly completes all account paperwork with minimal errors and no delays. Responsible for achieving targeted levels for product sales, service behaviors, and referral goals. Opens new depository accounts for business and personal customers, takes ownership of account maintenance requests. Handles customer account inquiries promptly and professionally. Maintains an active community presence and participates in Bank activities. In addition, the Universal Banker-II will also maintain continuous contact with customers and prospective customers through correspondence, business visits, and social events in conjunction with the offering of bank services.

Job Description Community First Bank of Prairie du Chien, WI has a full-time opening for a Universal Banker position. Are you looking for an opportunity to build on your career in the financial industry? This position offers a competitive hourly wage, depending on experience. If you are passionate about helping others in a professional atmosphere and have great attention to detail, apply today! BENEFITS Enjoy a wide range of benefits Employee Stock Ownership Plan (ESOP) Paid Federal Holidays Top-notch Training Volunteer Time Off Birthday Time Off Health Insurance Dental Insurance Vision Insurance 401K Many more! A DAY IN THE LIFE AS A UNIVERSAL BANKER As a Universal Banker you arrive each day full of energy and ready to provide excellent customer service. As the first point of contact for our customers, you cheerfully greet each individual and take the time to really listen to their needs. You enjoy nurturing relationships as you get to know them by name. Thriving in our fast-paced financial environment, you accurately and efficiently process routine banking transactions such as deposits, withdrawals, checks, and loan payments. The Universal Banker builds and retain relationships with current and prospective clients, promote all bank products and services and respond to simple and complex customer inquiries or service requests. In addition, the Universal Banker assists customers with their deposit needs regarding new accounts and services, and maintenance of these accounts. You prioritize tasks effectively and stay on top of all the latest regulations and policies. And, most of all, you take pride in making a positive impression on each and every customer that you serve! QUALIFICATIONS FOR A UNIVERSAL BANKER Associates Degree or equivalent experience Familiarity with banking regulations. Excellent communication and interpersonal skills Prior banking experience is preferred but not required. Are you focused on the accuracy and quality of your work? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you enjoy working with people? Are you honest and ethical? If so, then you might just be perfect for this Universal Banker position! WORK SCHEDULE This is a full-time Monday - Friday position with a Saturday morning rotation. You will have your late evenings and Sundays free!

Schedule: Monday through Friday 8:30AM to 5:15PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Essential Duties and Responsibilities Sales and service * Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. * Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. * Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. * Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience * Research and resolve problems and respond to client inquiries on account status. * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency * Assist banking center associates with all aspects of daily operations as needed, including audit controls. * Assist banking center management with "on the job training" of new associates. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. * High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Named American Banker's "Best Banks to Work For" six consecutive years and now Certified TM by Great Place To Work....Here's your chance to Move FORWARD with us and see what all the excitement is about! Forward Bank in Three Lakes/ St. Germain seeks an outgoing, service-oriented individual for a full time Universal Banker to float between the two offices. The Universal Banker is focused on building customer relationships and providing exceptional service, while assisting customers with various financial transactions ranging from deposits and new accounts to consumer loans. Key Responsibilities: Process checking and savings account transactions, loan payments, cash advance transactions and redemption of savings bonds. Verify and balance cash drawer. Perform all activities related to opening and closing various types of deposit accounts, including savings, checking, CDs, IRAs, etc. Assist customers with various inquiries regarding their accounts, transactions, reconciliations, debit card items, safe deposit boxes, wire transactions, consumer loans, etc. Proactively identify sales opportunities with an emphasis on establishing client relationships. Promote, explain and sell retail banking and consumer loan products to meet customer needs. Qualifications: Associate degree in Finance or related field preferred. 1-2 years of related experience in a financial services role. Equivalent combination of education and experience will be considered. Positive attitude with superior customer service and communication skills Strong attention to detail and accuracy in cash handling. Professionalism and ability to maintain confidentiality Good computer skills, specifically with Microsoft Office applications Ability to prioritize and manage multiple tasks in a fast-paced environment Join our team and help us live our mission....To Move Our Communities FORWARD!