Retail Relationship Banker

Retail Relationship Banker | Oak Creek, WI, United States | Hybrid | $41,714.00 - $65,000.00

This employer is a major financial institution known for its commitment to client success and community engagement. They offer a supportive and innovative environment where employees are empowered to grow their careers and make a significant impact. This is an excellent opportunity for individuals passionate about financial services and dedicated to providing exceptional customer experiences.

The Role

• Proactively engage with existing customers and prospects to understand their financial needs through needs-based assessments.
• Offer tailored financial solutions, including everyday banking, investments, lending, home financing, and small business solutions.
• Provide advice and guidance on digital and self-serve banking options to simplify the customer experience.
• Support customer transaction needs and contribute to achieving branch business objectives.
• Build new relationships within the community to grow the business.
• Address customer inquiries and resolve issues, ensuring compliance with lending policies and regulatory requirements.

What You'll Need

• 2-3 years of relevant experience, with a post-secondary degree or equivalent combination of 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 passion for delivering a personal customer experience.
• Strong interpersonal skills, problem-solving aptitude, and the ability to collaborate effectively.
• Confidence in using digital tools and applications for customer engagement.

What's On Offer

• Competitive salary range ($41,714.00 - $65,000.00) with potential for a commission structure.
• Comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
• Opportunities for professional development, training, and career growth.
• A collaborative team environment focused on making a positive impact.

Apply via Haystack today!