Retail Relationship Banker

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

This employer is a globally recognized financial services institution with a strong commitment to community growth and customer-centric solutions. They are seeking a dedicated individual to join their dynamic retail banking team, offering opportunities for professional development and a collaborative work environment.

The Role

• Deliver exceptional service to customers and prospects, identifying needs and providing tailored financial advice.
• Proactively engage with existing customers and prospects to build loyalty and uncover opportunities.
• Assess customer financial needs to recommend appropriate solutions across everyday banking, investments, and lending.
• Provide guidance on digital and self-serve banking options to enhance customer convenience.
• Support customer transaction needs and build new relationships within the community.
• Ensure compliance with legal and regulatory requirements in all lending and financial advice.

What You'll Need

• 2-3 years of relevant experience in financial services or a related field desired.
• Working knowledge of personal and small business banking needs and solutions.
• Familiarity with retail investment and lending products.
• Proven experience in a consultative customer service or sales role.
• Strong interpersonal, communication, and problem-solving skills.
• Proficient with digital tools, including social media, smartphones, and online applications.

What's On Offer

• Competitive salary range with potential for commission structure.
• Comprehensive benefits package including health insurance and retirement savings plans.
• Opportunities for continuous learning and professional development.
• A supportive and collaborative team environment focused on customer success.

Apply via Haystack today!