Relationship Banking Professional

6 days ago


Appleton, Wisconsin, United States Wings Financial Credit Union Full time

We are seeking a highly motivated and experienced Relationship Banking Specialist II to join our team at Wings Financial Credit Union. As a key member of our banking staff, you will have the opportunity to work with a dynamic team and make a real impact in the lives of our members.

About the Job Description

The ideal candidate will have a minimum of 2 years of retail banking experience, including cash handling, member service, supervisory and/or sales experience, deep understanding of banking products, services, and technology. They will also have a minimum of 2 years of consumer lending experience, facilitating applications, underwriting, and approvals.

The estimated salary for this role is around $55,000 per year, based on industry standards and the location of the job.

In this role, you will be responsible for:

  • Facilitating consumer lending applications, underwriting, and approvals within signing authority limits;
  • Establishing and expanding client relationships by promoting and selling our full range of consumer and business depository accounts and services;
  • Serving as a digital banking expert, establishing user access to various digital banking platforms, selling and promoting digital banking products and services, and providing expert advice and ongoing client education and navigational support;
  • Responding to client requests and providing required assistance, including enabling digital banking users, updating client personal information or account information/access, facilitating foreign transactions, originating stop payments or wires, and performing research;
  • Processing various digital and in-person account transactions;
  • Employing subject-matter-expertise to provide seamless problem resolution for client technical and service issues, gathering necessary information and providing timely virtual or in-person updates through completion;
  • Providing consistently superior client service, confidently engaging clients using various communication channels to take ownership of the client experience, surpass their expectations, and meet their needs;
  • Identifying inter-departmental cross-sell opportunities and referring existing clients and prospects to the appropriate department for follow-up;
  • Performing daily departmental tasks, account and system maintenance, and project-related assignments.


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