Senior Personal Business Banker - On-Site in Wisconsin Rapids, WI - Full Time
Work as a trusted financial advisor, assisting both personal and small business clients with banking, lending and cash managment solutions! Our Wisconsin Rapids client, a well-established and reputable financial instutition, is seeking a charismatic and knowledgable Senior Personal Business Banker with previous banking experience.
Will be responsible for:
- Building and growing relationships with both personal and small business clients
- Conducting financial needs assessments in order to best recommend the best solutions
- Opening and servicing accounts (ex. checking, savings, loans, lines of credit, merchant services)
- Partnering with other departments within the bank to assist with financial solutions
- Pursuing new business opportunities via referrals, networking and outreach
- Meeting and exceeding sales, growth and service goals
- Resolving complex client issues
- Adhering to banking regulations, compliance requirements and internal policies
- Mentoring and supporting junior bankers and branch staff
- Maintaining accurate documentation and records
This is a full time opportunity; will work between two locations in the Wisconsin Rapids area; pay is a base plus incentives and is negotiable based on experience. Will typically work 9am-5:30pm Monday-Friday with occassional time on some Saturdays to attend events.
- Bachelor degree in business, finance or related field (or equivalent experience)
- At least 5 years experience in banking
- Strong knowledge of small business banking products, lending and cash management experience
- Proven client relationship building ability
- Great communication and problem solving skill
- Strong understanding of compliance, risk management and regulatory standards
- Preferred (but not required) experience includes background in managing a small business client portfolio, as well as prevoius leadership background and familiarty with CRM and banking platforms
Credit Check & Background Check will be performed on final candidate
