Retail Relationship Banker

Retail Relationship Banker | Franksville, WI | Hybrid | $41,714.00 - $65,000.00

We're hiring on behalf of a leading financial institution dedicated to fostering strong customer relationships and providing comprehensive financial solutions. This organization is known for its commitment to community growth and empowering its employees.

The Role

• Proactively engage with customers and prospects to understand their financial needs through needs-based assessments.
• Recommend tailored financial solutions including everyday banking, investments, lending, and small business products.
• Advise clients on digital and self-serve banking options to simplify their experience.
• Support customer transaction needs and manage customer inquiries and issue resolution.
• Build new relationships within the community and generate appointments to grow the business.
• Ensure accurate data entry and lending application recommendations in compliance with regulations.

What You'll Need

• 2-3 years of relevant experience in financial services, or equivalent education and experience.
• Working knowledge of personal and small business customer needs and solutions.
• Familiarity with retail investments and lending products.
• Experience in a consultative customer service or sales role with a drive for personal customer experiences.
• Strong interpersonal skills, problem-solving aptitude, and the ability to collaborate effectively.
• Proficiency with digital tools, social media, and mobile technologies.

What's On Offer

• Competitive salary range with potential for commission.
• Comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
• Opportunities for professional development and skill-building supported by in-depth training and coaching.
• A collaborative team environment that values employee contributions and growth.

Apply via Haystack today!