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 2d ago
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Market Relationship Banker
Old National Bank 4.4
Personal banker job in Zion, IL
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18676 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Note: This location has a strong need for someone to be bilingual with Spanish being preferred.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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$17 hourly 2d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Personal banker job in Milwaukee, WI
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
$31k-67k yearly est. Auto-Apply 50d ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Bank 4.1
Personal banker job in Oconomowoc, WI
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.
Duties and responsibilities for Universal Banker 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.
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 within18 months of hire/promotion date
Benefits for Full-Time Position:
Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
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.
$19.5 hourly 60d+ ago
Universal Banker
First Federal Bank of Wisconsin 3.7
Personal banker job in Brookfield, WI
Full-time Description
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.
$29k-34k yearly est. 60d+ ago
Business Banker - To 125K - Brookfield, WI - Job 3279
The Symicor Group
Personal banker job in Brookfield, WI
Business Banker - To $125K - Brookfield, WI - Job # 3279Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our bank client is seeking to fill a Business Banker role in the Brookfield, WI area. The successful candidate will be Responsible for developing and maintaining long term customer relationships with commercial customers.
The position includes a generous salary of up to $125K plus bonus an excellent benefits package. (This is not a remote position).
Business Banker responsibilities include:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
The next step is yours. Email us your current resume along with the position you are considering to:
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$36k-63k yearly est. Auto-Apply 60d+ ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Financial, Inc. 4.0
Personal banker job in Waukesha, WI
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.
$19.5 hourly 60d+ ago
Main Banker
Full House Resorts 3.2
Personal banker job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
$19-30 hourly 60d+ ago
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
JPMC
Personal banker job in Oconomowoc, 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
Business Banker
Citizens Bank-Wi 4.2
Personal banker job in Mukwonago, WI
Job Description
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$34k-62k yearly est. 19d ago
Universal Banker
Community State Bank 4.3
Personal banker job in Lake Geneva, WI
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.
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$29k-34k yearly est. 2d ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Bank 4.1
Personal banker job in Waukesha, WI
is $19.50 an hour and up, depending on experience.
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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.
$19.5 hourly 60d+ ago
Senior Universal Banker
First Federal Bank of Wisconsin 3.7
Personal banker job in Brookfield, WI
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.
$29k-34k yearly est. 42d ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Financial, Inc. 4.0
Personal banker job in Oconomowoc, WI
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.
Duties and responsibilities for Universal Banker 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.
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 within18 months of hire/promotion date
Benefits for Full-Time Position:
* Outstanding Medical, Dental, and Vision Insurance
* 401(k) matching
* Employee Stock Ownership Plan
* Paid Time off
* Paid Holidays
* Flexible Spending Account
* 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.
$19.5 hourly 60d+ ago
Universal Banker
Community State Bank 4.3
Personal banker job in Lake Geneva, WI
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.
$29k-34k yearly est. Auto-Apply 1d ago
Business Banker
Citizens Bank 3.7
Personal banker job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-49k yearly est. Auto-Apply 60d+ ago
Universal Banker
First Federal Bank of Wisconsin 3.7
Personal banker job in Waukesha, WI
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.
$29k-34k yearly est. 60d+ ago
Universal Banker I
Waterstone Bank 4.1
Personal banker job in Oak Creek, WI
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.
Duties and responsibilities for Universal Banker 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.
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
Working conditions
Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted.
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date
Benefits for Full-Time Position:
Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
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.
$19.5 hourly 60d+ ago
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
Waterstone Financial, Inc. 4.0
Personal banker job in Pewaukee, WI
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.
$19.5 hourly 31d ago
Business Banker
Citizens Bank 3.7
Personal banker job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
How much does a personal banker earn in West Allis, WI?
The average personal banker in West Allis, WI earns between $25,000 and $41,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in West Allis, WI
$32,000
What are the biggest employers of Personal Bankers in West Allis, WI?
The biggest employers of Personal Bankers in West Allis, WI are: