Retail Relationship Banker

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

This employer is a distinguished financial institution known for its commitment to client success and community involvement. They are seeking a motivated professional to join their dynamic retail banking team, offering a collaborative environment and opportunities for growth.

The Role

• Proactively engage with existing customers and prospects to conduct needs-based assessments and foster loyalty.
• Identify customer financial needs and recommend tailored solutions across a range of banking products, including investments, lending, and small business services.
• Advise clients on digital and self-serve options to simplify their banking experience.
• Support customer transaction needs during peak times.
• Build new community relationships to expand the bank's business.
• Ensure accurate data entry and loan application recommendations in compliance with regulatory and lending policies.

What You'll Need

• 2-3 years of relevant experience in financial services, with a post-secondary degree in a related field desirable.
• Working knowledge of personal and small business customer needs, as well as retail investments and lending products.
• Proven experience in a consultative customer service or sales role, with a strong drive for delivering a personal customer experience.
• Confidence and proficiency in using modern digital tools, including social media, tablets, and online applications.
• Excellent interpersonal, listening, problem-solving, and communication skills.
• Ability to work collaboratively in a team-based environment while also being a resourceful self-starter.

What's On Offer

• Comprehensive compensation package including a competitive salary range and potential for commission.
• Robust benefits including health insurance, tuition reimbursement, and retirement savings plans.
• Opportunities for professional development, in-depth training, and coaching.
• A supportive work environment that values collaboration and employee growth.

Apply via Haystack today!