Senior Personal Banker
Flex-Staff
Wisconsin Rapids, Wisconsin, US
About the Role
Senior Personal Business Banker - On-Site in Wisconsin Rapids, WI - Full Time
Work as a trusted financial advisor, assisting both personal and small business clients with banking, lending and cash managment solutions! Our Wisconsin Rapids client, a well-established and reputable financial instutition, is seeking a charismatic and knowledgable Senior Personal Business Banker with previous banking experience.
Will be responsible for:
- Building and growing relationships with both personal and small business clients
- Conducting financial needs assessments in order to best recommend the best solutions
- Opening and servicing accounts (ex. checking, savings, loans, lines of credit, merchant services)
- Partnering with other departments within the bank to assist with financial solutions
- Pursuing new business opportunities via referrals, networking and outreach
- Meeting and exceeding sales, growth and service goals
- Resolving complex client issues
- Adhering to banking regulations, compliance requirements and internal policies
- Mentoring and supporting junior bankers and branch staff
- Maintaining accurate documentation and records
This is a full time opportunity; will work between two locations in the Wisconsin Rapids area; pay is a base plus incentives and is negotiable based on experience. Will typically work 9am-5:30pm Monday-Friday with occassional time on some Saturdays to attend events.
- Bachelor degree in business, finance or related field (or equivalent experience)
- At least 5 years experience in banking
- Strong knowledge of small business banking products, lending and cash management experience
- Proven client relationship building ability
- Great communication and problem solving skill
- Strong understanding of compliance, risk management and regulatory standards
- Preferred (but not required) experience includes background in managing a small business client portfolio, as well as prevoius leadership background and familiarty with CRM and banking platforms
Credit Check & Background Check will be performed on final candidate
Qualifications
- Bachelor degree in business, finance or related field (or equivalent experience)
- At least 5 years experience in banking
- Strong knowledge of small business banking products
Required Skills
relationship management
financial needs assessment
lending and cash management
compliance and risk management
customer service
Keywords
personal banker
business banking
relationship management
lending
compliance
Interested in this role?
Apply now and take the next step in your career.