Retail Relationship Banker

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

We're hiring for a leading financial institution with a strong reputation for customer service and community engagement. This organization is dedicated to helping individuals and businesses thrive by providing comprehensive financial solutions and expert advice.

• Proactively engage with customers and prospects to identify financial needs through needs-based assessments.
• Provide tailored advice and guidance on a range of financial solutions, including everyday banking, investments, lending, and small business solutions.
• Educate clients on digital and self-serve banking options to enhance convenience and efficiency.
• Support customer transaction needs and build new relationships within the community.
• Ensure accurate data entry and make recommendations in compliance with legal, regulatory, and lending policies.

• Typically 2-3 years of relevant experience, with a post-secondary degree in a related field being desirable.
• Working knowledge of personal and small business customer needs, as well as retail investment and lending products.
• Experience in a consultative customer service or sales role, with a passion for delivering a personal customer experience.
• Strong interpersonal skills, with an aptitude for listening, problem-solving, and adapting to new challenges.
• Confident in using social media, mobile devices, and online tools.
• Readiness to collaborate and work effectively in a team-based environment.

• Competitive salary with potential for commission structure.
• Comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
• Opportunities for professional development and career growth within a supportive team.
• A positive and inclusive work environment focused on making a difference.

Apply via Haystack today!