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Financial Relationship Manager

2 months ago

Brookfield, Wisconsin, United States Bank Five Nine Full time
Job Overview

As a Universal Banker at Bank Five Nine, you will play a vital role in creating and nurturing relationships with our valued customers. Your focus will be on providing sound banking advice and solutions to help customers achieve their financial goals.

We are seeking a highly motivated and customer-focused individual to join our team. If you have a passion for helping others and a strong desire to make a positive impact in the community, we encourage you to apply.

Key Responsibilities
  • Customer Relationship Management
    • Build and maintain strong relationships with customers to understand their financial needs and provide tailored solutions.
    • Identify opportunities to acquire new banking relationships and open new accounts.
  • Account Servicing and Maintenance
    • Provide exceptional customer service and ensure accurate processing of banking transactions.
    • Retain and deepen relationships by offering custom financial solutions and identifying customer needs.
  • Financial Education and Solutions
    • Help educate customers on digital banking solutions that can enhance their financial lives.
    • Refer customers to internal business partners for cash management, mortgage, and wealth management services.
Requirements
  • Education and Skills
    • High school diploma or equivalent required.
    • Basic keyboarding skills and ability to navigate in a Windows environment.
  • Experience and Knowledge
    • Knowledge of bank products and services a plus.
    • Minimum of 1+ year of retail banking experience preferred.
What We Offer

At Bank Five Nine, we are committed to creating a positive and inclusive work environment. We offer competitive compensation and benefits packages, as well as opportunities for professional growth and development.