At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Universal Banker is primarily responsible for interacting with customers to complete transactions, cross-selling Nicolet products and services, resolving problems, and serving as a back-up to the personalbankers by opening and closing accounts. This position promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.
As a Universal Banker, you will:
Perform teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identify payees and verify signatures and endorsements.
Perform back-up personalbanker duties, opens a variety of accounts, verify and processes changes to existing accounts, answer customer questions, and resolve related account problems to ensure customer satisfaction. Follow the guidelines of the continuity program with all new Nicolet customers.
Attract and retains customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
Stay current on applicable banking regulations and security procedures and practice to prevent fraud or other bank losses and to comply with regulatory requirements.
Answer customer telephone inquiries promptly and professionally and provide accurate information in accordance with bank policies and procedures.
Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
Promote Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommend corrective services to resolve customer complaints.
Engage proactively as a sales representative of Nicolet products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch.
Maintain inventory of traveler's checks, cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitors supplies for front line and places orders when necessary.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Perform all other duties as assigned.
Qualifications:
High School diploma or equivalent
1+ years of cash handling experience
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$29k-34k yearly est. 3d ago
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Banker
Associated Bank-Corp 4.6
Personal banker job in Manitowoc, WI
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of customer-facing sales and/or service experience
Preferred
Experience in banking, financial services, or retail sales
Why You'll Love Working Here
At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 3d ago
Private Client Banker - Fox River Mall - Appleton, WI
JPMC
Personal banker job in Appleton, WI
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$28k-53k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Appleton Main Branch - Appleton, WI
Jpmorgan Chase 4.8
Personal banker job in Appleton, WI
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$30k-36k yearly est. 22d ago
Business Banker II
Horicon Bank 3.6
Personal banker job in Fond du Lac, WI
The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored.
Principal Duties and Responsibilities:
Accountability (30%)
Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files.
Accountability (25%)
Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals.
Accountability (20%)
Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate.
Accountability (15%)
Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary.
Accountability (10%)
Monitors and maintains current financial information and performs annual reviews on existing customers.
Additional Duties and Responsibilities:
Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image.
Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.).
Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers.
Compliance with bank policies and procedures and federal and state laws/regulations.
Other duties as assigned.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Measures of Performance:
Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships.
Actively develops business for the bank with new loan growth annually.
Proactively develops commercial DDA business and cash management products.
Contributes to fee/non-interest income.
Maintains and monitors past due loans.
Knowledge, Skills, and Abilities:
Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training.
Minimum of three years' experience in business banking or related experience.
Knowledge of lending regulations and policies.
Problem-solving abilities.
Business development/sales skills.
Effectively communicates in a tactful and courteous manner.
Develops good working relationships with colleagues.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.
$36k-67k yearly est. 7d ago
Financial Services Representative - State Farm Agent Team Member
Dexter Smith-State Farm Agent
Personal banker job in Sheboygan Falls, WI
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
Educate clients about insurance products and recommend appropriate coverage options.
Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Series 6, 63, 65 or 7 license preferred.
$26k-42k yearly est. 30d ago
Universal Banker (Teller) - Part-time
Volex Plc 4.6
Personal banker job in Omro, WI
We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.
This person could be entry level up to an experienced Personal/Universal Banker.
Responsibilities
* Provide excellent customer service to all clients
* Process transactions accurately and efficiently
* Promote bank products and services to clients
* Open and close accounts
* Assist clients with account inquiries and problem resolution
* Maintain a thorough knowledge of bank products and services
* Meet sales goals and targets
* Adhere to all bank policies and procedures
* Perform other duties as assigned
If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity.
Requirements
* Excellent customer relations demeanor; professional in appearance and communication
* High School diploma or equivalent
* Display a positive, team-oriented attitude
* Experience in cash handling and customer service
* Basic math and computer skills
* Ability to work a variable work schedule
* Ability to multi-task
* Ability to stand for extended periods of time
* Ability to view computer screen, paperwork and cash
* Ability to perform fine manipulation when working with cash and other paperwork.
* Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
$30k-36k yearly est. 38d ago
Financial Services Representative
Hand To Shoulder Center of Wisconsin Ltd.
Personal banker job in Appleton, WI
Financial Services Representative
ANSWERS TO: Billing Team Leader
SUPERVISORY RESPONSIBILITY: None
WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week
POSITION DESCRIPTION:
Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will:
Facilitate patient payment coordination with clarity and professionalism.
Oversee insurance billing processes to ensure accuracy and timely reimbursements.
Address billing inquiries and support patients in navigating financial aspects of their care.
Maintain compliance with billing regulations while optimizing efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to):
Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations.
Prepare surgical estimates.
Set up payment plans with patients.
Process patient credit card payments.
Work with attorney offices for resolution of patient accounts.
Review monthly delinquency report.
Refer delinquent accounts to collection.
Review bankruptcy notices.
Call insurance companies.
SKILLS NEEDED:
Work well in a team environment.
Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes.
Have excellent computer and telephone skills.
Have basic knowledge of medical office practices, terminology, and abbreviations.
Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients.
Adhere to OSHA, HIPAA, and MEDICARE guidelines.
REQUIRED EDUCATION:
High school or Equivalent
REQUIRED EXPERIENCE:
1 to 20+ years
BENEFITS INCLUDE:
Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.
$26k-41k yearly est. Auto-Apply 60d+ ago
Universal Banker
First Horizon Corp 3.9
Personal banker job in King, WI
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
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$33k-38k yearly est. 2d ago
Universal Banker II/III (Personal Banker)
Fox Valley Savings Bank 4.1
Personal banker job in Waupun, WI
Full-time Description
We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Waupun office, but may also be scheduled to work in our Fond du Lac and Oshkosh locations.
Essential Functions:
Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures.
Initiates customer greeting, addressing customer by name with a smile and direct eye contact.
Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one's work at the completion of each work day.
Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers.
Inputs data to update customer account information and make changes as appropriate.
Completes the paperwork and inputs data to establish the account relationship on the Bank's computer system; provides appropriate disclosures.
Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship.
Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established.
Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services.
Maintains a current knowledge of the Bank's deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate.
Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed.
Maintains a high level of accuracy and competency in processing transactions and entering data on the computer.
Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors.
Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements.
Ensures that confidentiality is maintained at all times.
Performs assigned clerical responsibilities in a timely manner.
Understands the banks security policies and procedures, assists in opening and closing procedures.
Conducts oneself in accord with the Bank's Core Values.
The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.
Requirements
Excellent customer relations demeanor; professional in appearance and communication
High School diploma or equivalent
Previous banking experience
Display a positive, team-oriented attitude
Experience in cash handling and customer service
Basic math and computer skills
Ability to work a variable work schedule
Maintain confidentiality of information
Ability to multi-task
Ability to sit/stand for extended periods of time
Ability to view computer screen, paperwork and cash
Ability to perform fine manipulation when working with cash and other paperwork.
Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.
$29k-33k yearly est. 60d+ ago
Personal Relationship Banker (51968)
Verve A Credit Union 4.0
Personal banker job in Fond du Lac, WI
The Member Specialist serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Experience Advisor explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve's growth objectives.
POSITION RESPONSIBILITIES
Member Experience
Greet members promptly and professionally, creating a welcoming environment.
Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Verify endorsements, signatures, and proper identification; always maintain confidentiality.
Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested.
Clearly explain consumer account summaries, product features, and regulatory terms in language members understand.
Handle “Red Flag” identity theft prevention procedures accurately.
Assist members with digital banking tools and problem resolution.
Growth
Take applications for credit cards, unsecured loans, and unsecured lines of credit.
Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions.
Participate in branch and community outreach activities to promote Verve's brand and attract new members.
Operational & Compliance Excellence
Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions.
Complete product code changes accurately and in a timely manner.
Follow all operational policies, procedures, and security protocols.
Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and apply standards consistently.
Qualifications
EDUCATION AND EXPERIENCE
Must be bondable.
High school diploma or equivalency required.
Three (3) to six (6) months related experience. Prior sales experience helpful, preferable in a financial capacity.
Saturday hours are required on a rotating basis.
KEY COMPETENCIES
Strong interpersonal skills with a friendly, professional demeanor.
Excellent attention to detail and accuracy in transactions.
Ability to explain financial concepts clearly to members.
Proficient computer skills including Microsoft Office; ability to learn core banking systems.
Reliable and consistent in attendance and performance.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.
WHAT DO WE OFFER?
BENEFITS
Medical, dental and vision insurances
Supplemental insurances
Pre-tax and Roth 401(k) Safe Harbor options
Flexible spending accounts
Health Savings Account (HSA)
Paid time off (PTO)
Paid holidays, including birthday
Bereavement and pet leave
Basic Life/AD&D, short-term and long-term disability coverage at no cost
Voluntary Life/AD&D
Employee Assistance Program
The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.
$32k-36k yearly est. 8d ago
Universal Banker
Nicolet National Bank 4.2
Personal banker job in Menasha, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Universal Banker is primarily responsible for interacting with customers to complete transactions, cross-selling Nicolet products and services, resolving problems, and serving as a back-up to the personalbankers by opening and closing accounts. This position promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.
As a Universal Banker, you will:
Perform teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.
Perform back-up personalbanker duties, opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new Nicolet customers.
Attract and retains customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
Answer customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
Promote Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.
Engage proactively as a sales representative of Nicolet products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch.
Maintain inventory of traveler's checks, cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitors supplies for front line and places orders when necessary.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Perform all other duties as assigned.
Qualifications:
High School diploma or equivalent
1+ years of cash handling experience
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$29k-34k yearly est. 3d ago
Private Client Banker - Appleton Main Branch - Appleton, WI
Jpmorganchase 4.8
Personal banker job in Appleton, WI
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$30k-36k yearly est. Auto-Apply 25d ago
Business Banker II
Horicon Bank 3.6
Personal banker job in Fond du Lac, WI
Job Description
The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored.
Principal Duties and Responsibilities:
Accountability (30%)
Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files.
Accountability (25%)
Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals.
Accountability (20%)
Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate.
Accountability (15%)
Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary.
Accountability (10%)
Monitors and maintains current financial information and performs annual reviews on existing customers.
Additional Duties and Responsibilities:
Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image.
Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.).
Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers.
Compliance with bank policies and procedures and federal and state laws/regulations.
Other duties as assigned.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Measures of Performance:
Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships.
Actively develops business for the bank with new loan growth annually.
Proactively develops commercial DDA business and cash management products.
Contributes to fee/non-interest income.
Maintains and monitors past due loans.
Knowledge, Skills, and Abilities:
Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training.
Minimum of three years' experience in business banking or related experience.
Knowledge of lending regulations and policies.
Problem-solving abilities.
Business development/sales skills.
Effectively communicates in a tactful and courteous manner.
Develops good working relationships with colleagues.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.
$36k-67k yearly est. 6d ago
Part Time (30 Hours) Associate Banker, Oshkosh West Branch, Oshkosh, WI
JPMC
Personal banker job in Oshkosh, WI
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$29k-36k yearly est. Auto-Apply 60d+ ago
Universal Banker (Teller) - Part-time
Fox Valley Savings Bank 4.1
Personal banker job in Waupun, WI
We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.
This person could be entry level up to an experienced Personal/Universal Banker.
Responsibilities:
- Provide excellent customer service to all clients
- Process transactions accurately and efficiently
- Promote bank products and services to clients
- Open and close accounts
- Assist clients with account inquiries and problem resolution
- Maintain a thorough knowledge of bank products and services
- Meet sales goals and targets
- Adhere to all bank policies and procedures
- Perform other duties as assigned
If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity.
Requirements
Excellent customer relations demeanor; professional in appearance and communication
High School diploma or equivalent
Display a positive, team-oriented attitude
Experience in cash handling and customer service
Basic math and computer skills
Ability to work a variable work schedule
Ability to multi-task
Ability to stand for extended periods of time
Ability to view computer screen, paperwork and cash
Ability to perform fine manipulation when working with cash and other paperwork.
Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
$29k-33k yearly est. 60d+ ago
Universal Banker II/III (Personal Banker)
Volex Plc 4.6
Personal banker job in Fond du Lac, WI
We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Fond du Lac office, but may also be scheduled to work in our Waupun and Oshkosh locations.
Essential Functions
* Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures.
* Initiates customer greeting, addressing customer by name with a smile and direct eye contact.
* Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one's work at the completion of each work day.
* Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers.
* Inputs data to update customer account information and make changes as appropriate.
* Completes the paperwork and inputs data to establish the account relationship on the Bank's computer system; provides appropriate disclosures.
* Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship.
* Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established.
* Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services.
* Maintains a current knowledge of the Bank's deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate.
* Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed.
* Maintains a high level of accuracy and competency in processing transactions and entering data on the computer.
* Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors.
* Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements.
* Ensures that confidentiality is maintained at all times.
* Performs assigned clerical responsibilities in a timely manner.
* Understands the banks security policies and procedures, assists in opening and closing procedures.
* Conducts oneself in accord with the Bank's Core Values.
The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.
Requirements
* Excellent customer relations demeanor; professional in appearance and communication
* High School diploma or equivalent
* Previous banking experience
* Display a positive, team-oriented attitude
* Experience in cash handling and customer service
* Basic math and computer skills
* Ability to work a variable work schedule
* Maintain confidentiality of information
* Ability to multi-task
* Ability to sit/stand for extended periods of time
* Ability to view computer screen, paperwork and cash
* Ability to perform fine manipulation when working with cash and other paperwork.
* Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.
$30k-36k yearly est. 16d ago
Floating Universal Banker
Nicolet National Bank 4.2
Personal banker job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This position is primarily responsible for interacting with customers to complete transactions, cross-selling Nicolet products and services, resolving problems, and serving as a back-up to the personalbankers by opening and closing accounts. This position promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.
As a Floating Universal Banker, you will:
Performs teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.
Performs back-up personalbanker duties, opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new Nicolet customers.
Attracts and retains customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
Answers customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
Assists with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
Promotes Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.
Engages proactively as a sales representative of Nicolet products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
Maintains vault which includes balancing the vault daily and ordering and selling cash for the branch.
Maintains inventory of traveler's checks, cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitors supplies for front line and places orders when necessary.
Floats between branches on an as needed basis.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
High School diploma or equivalent.
1+ years of cash handling experience.
Banking experience preferred.
Ability to maintain strict confidentiality.
Ability to effectively promote Nicolet as bank of choice.
In-depth knowledge of banking positions.
Strong organizational, multi-tasking and prioritizing skills.
Self-motivated and resourceful.
Strong verbal and written communication skills and strong interpersonal skills.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$29k-34k yearly est. 3d ago
Universal Banker II/III (Personal Banker)
Fox Valley Savings Bank 4.1
Personal banker job in Fond du Lac, WI
Full-time Description
We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Fond du Lac office, but may also be scheduled to work in our Waupun and Oshkosh locations.
Essential Functions:
Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures.
Initiates customer greeting, addressing customer by name with a smile and direct eye contact.
Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one's work at the completion of each work day.
Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers.
Inputs data to update customer account information and make changes as appropriate.
Completes the paperwork and inputs data to establish the account relationship on the Bank's computer system; provides appropriate disclosures.
Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship.
Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established.
Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services.
Maintains a current knowledge of the Bank's deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate.
Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed.
Maintains a high level of accuracy and competency in processing transactions and entering data on the computer.
Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors.
Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements.
Ensures that confidentiality is maintained at all times.
Performs assigned clerical responsibilities in a timely manner.
Understands the banks security policies and procedures, assists in opening and closing procedures.
Conducts oneself in accord with the Bank's Core Values.
The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.
Requirements
Excellent customer relations demeanor; professional in appearance and communication
High School diploma or equivalent
Previous banking experience
Display a positive, team-oriented attitude
Experience in cash handling and customer service
Basic math and computer skills
Ability to work a variable work schedule
Maintain confidentiality of information
Ability to multi-task
Ability to sit/stand for extended periods of time
Ability to view computer screen, paperwork and cash
Ability to perform fine manipulation when working with cash and other paperwork.
Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.
$29k-33k yearly est. 17d ago
Universal Banker (Teller) - Part-time
Volex Plc 4.6
Personal banker job in Fond du Lac, WI
We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment.
This person could be entry level up to an experienced Personal/Universal Banker.
Responsibilities
* Provide excellent customer service to all clients
* Process transactions accurately and efficiently
* Promote bank products and services to clients
* Open and close accounts
* Assist clients with account inquiries and problem resolution
* Maintain a thorough knowledge of bank products and services
* Meet sales goals and targets
* Adhere to all bank policies and procedures
* Perform other duties as assigned
If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity.
Requirements
* Excellent customer relations demeanor; professional in appearance and communication
* High School diploma or equivalent
* Display a positive, team-oriented attitude
* Experience in cash handling and customer service
* Basic math and computer skills
* Ability to work a variable work schedule
* Ability to multi-task
* Ability to stand for extended periods of time
* Ability to view computer screen, paperwork and cash
* Ability to perform fine manipulation when working with cash and other paperwork.
* Ability to travel to other branch locations, as needed
FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
How much does a personal banker earn in Oshkosh, WI?
The average personal banker in Oshkosh, WI earns between $25,000 and $41,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.