Financial Relationship Specialist

4 weeks ago


Oconomowoc, Wisconsin, United States Bank Five Nine Full time
Job Description

As a Financial Relationship Specialist at Bank Five Nine, you will be responsible for creating and nurturing relationships with our customers and providing sound banking advice to help solve financial challenges.

This part-time position (19 hours/week) is located at our Corporate branch and requires a high school diploma or GED, basic keyboarding skills, and the ability to navigate in a Windows environment.

Key Responsibilities:

  • Accurately process banking transactions
  • Help acquire new banking relationships and open new accounts
  • Retain and deepen relationships by identifying needs and offering custom financial solutions
  • Provide account servicing and maintenance
  • Help educate customers on digital bank solutions
  • Refer customers to internal business partners

Requirements:

  • High school diploma or GED
  • Basic keyboarding skills and the ability to navigate in a Windows environment

Nice-to-Haves:

  • Knowledge of bank products and services
  • Minimum of 1+ year of retail banking experience

We are an Equal Opportunity Employer committed to the full inclusion of all qualified individuals.



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