- High school diploma or equivalent
- 1 year of sales experience with a strong emphasis in customer service and cross-selling
- Proactively engages customers to deepen relationships and enhance the customer experience
- Performs 50% teller duties and 50% deposits
- Meets qualifications for Relationship Banker I
- 2 years of experience in a sales and goals-based environment with a strong emphasis on customer service
- Demonstrates sales culture by referring consumer loans, credit cards, and referrals to other business lines
- Embraces behavior, customer and sales service standards
- Performs deposits and teller duties as needed
- Meets qualifications of Relationship Banker II
- Experience in consuming lending and deposits
- A.F.E. Act registry
- Proactively uncovers and enters consumer loans and credit cards to meet individual production expectations
- Demonstrates consistency with referral activity across business lines
- Meets qualifications of Relationship Banker III
- 3 years of consuming lending experience and understanding of Fair Lending Act / WI Consumer Act
- Proactively, positively assists others by being a resource and role model
- Assists with providing a positive experience for new hires with training / orienting
- Provides explanations, shows commitment, and is a resource to rolling out new policies / practices / procedures
- Exceeds behavior, customer and sales service standards
- Exceeds expectations through consistent referral activity to other business lines
- Versed in business acquisitions, Bank at Work activities, and Cash Management
- Provides support to Sr. Branch Manager as needed
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Relationship Banker
1 week ago
Park Bank Middleton, United StatesJob Type · Full-time · Description · Who is Park Bank? · At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there's no one way to what's next. And our story of achievement starts with each member of our ...
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Relationship Banker II
5 days ago
Regions Madison, United States Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
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Relationship Banker II
6 days ago
Regions Madison, United States Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
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Relationship Banker I
6 days ago
Regions Madison, United States Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
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Retail Relationship Banker
2 weeks ago
Bank of Montreal Evansville, United StatesApplication Deadline: · 06/29/2024 · Address: · 25 N Madison Street · Job Family Group: · Retail Banking Sales & Service · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions t ...
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Universal Banker
2 weeks ago
The Provident Bank of New Jersey Madison, United States**_How would you like to join a successful and growing multi-billion dollar bank with branches in New Jersey and Eastern Pennsylvania? Provident Bank is looking for a talented Full-time Universal Banker to work in our Madison, New Jersey branch to promote our commitment to provid ...
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Bilingual Senior Universal Banker
1 week ago
Summit Credit Union Sun Prairie, United StatesCollaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments. Provides education and consultation to members on loans. Accurately and ef Universal Banker, Senior, Bil ...
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Senior Universal Banker
2 weeks ago
Summit Credit Union Cottage Grove, United StatesCollaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments. Provides education and consultation to members on loans. Accurately and ef Personal Banker, Universal Ba ...
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Universal Banker
2 weeks ago
Park Bank Madison, United StatesGeneral Summary: · The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as n ...
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Commercial Banking Associate
1 week ago
First Business Bank Madison, United States· Position at First Business Bank · Join the growing team at First Business Bank as a Commercial Banking Associate at our Madison Headquarters location · First Business Bank is a Top Workplaces USA company, learn more here. · At the heart of First Business Bank, we believe su ...
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Bankers' Bank Madison, United StatesJob Description · Job DescriptionBankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 42 years. Bankers' Bank specializes in providin ...
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Bankcards Customer Service Representative
2 weeks ago
Bankers Bank Madison, United StatesBankers' Bank is a fast growing financial institution with over 1.4 Billion in assets committed to assisting community banks with their payment and financial service needs and 40 years of dedication to our community bank partners. In addition to specializing in providing correspo ...
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Junior Mortgage Loan Officer
2 days ago
CrossCountry Mortgage Madison, United States· At a time when most companies are laying off loan officers, we are actively hiring We have a solid partnership with the area's top real estate team, which keeps our loan officers busy Our organization is currently seeking a talented and service-oriented junior loan officer. Th ...
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Junior Mortgage Loan Officer
43 minutes ago
CrossCountry Mortgage Madison, United StatesAt a time when most companies are laying off loan officers, we are actively hiring We have a solid partnership with the area's top real estate team, which keeps our loan officers busy Our organization is currently seeking a talented and service-oriented junior loan officer. The s ...
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Private Wealth Advisor II
6 days ago
Old National Bank Madison, United States· Private Wealth Advisor II · Job Locations · US-WI-Madison · Category/Function · Trust/Wealth Management · Position Type · Regular Full-Time · Requisition ID · Overview · Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ...
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Junior Mortgage Loan Officer
1 week ago
Integrity Mortgage Group Madison, United StatesJob Description · Job DescriptionOur lending team is experiencing tremendous growth and we are looking for a results-oriented junior loan officer who can generate new business and referrals and assist our senior loan officers in creating and closing loan packages. Lending or mort ...
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Junior Mortgage Loan Officer
2 days ago
CrossCountry Mortgage Madison, United StatesJob Description · Job DescriptionAt a time when most companies are laying off loan officers, we are actively hiring We have a solid partnership with the area's top real estate team, which keeps our loan officers busy Our organization is currently seeking a talented and service-or ...
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Private Banker, VP
3 weeks ago
The Judge Group Madison, United StatesAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
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Private Banker, VP
2 weeks ago
Associated Banc-Corp Madison, United StatesAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
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Universal Banker
3 weeks ago
Starion Bank Middleton, United StatesUniversal Banker · Are you customer focused, disciplined, ethical, and action oriented? Do you encourage and inspire others to do their best? If so, you would be an excellent fit at Starion Bank · We are seeking full-time Universal Bankers in Middleton, Sun Prairie, and Monona ...
Relationship Banker - Sun Prairie, United States - Bank of Sun Prairie
2 weeks ago
Description
Relationship Bankers serve a dual role for personal banking and teller responsibilities. This position sells products and services to existing customers and prospects. Relationship Bankers identify, expand upon and deepen customer relationships through reviewing and recommending appropriate products / services, and making referrals to other business lines. The position provides an exceptional customer experience through a genuine willingness to serve, an ability to articulate features and benefits of our products and services, efficiently and accurately processing of customer transactions, and always keeping our customers' best interest in the forefront. Relationship Bankers adhere to compliance regulations and Bank policies and procedures. Bilingual is a plus.
Relationship Banker I:
Relationship Banker II:
Relationship Banker III:
Sr. Relationship Banker: