Client Relationship Banker
2 weeks ago
Join Our Team as a Financial Services Associate
If you are seeking a fulfilling career in a professional and enjoyable work atmosphere, consider WoodTrust Bank. We value each team member and recognize the significance of every individual role in our collective success. We are currently in search of a dedicated and detail-oriented individual for the position of Financial Services Associate.
Why Choose WoodTrust?
Did you know that WoodTrust is one of the largest privately held, full-service financial institutions in central and northern Wisconsin, managing over $5.8 billion in client assets? With a strong commitment to our core value of prioritizing the customer, we have thrived as a community-focused financial institution since our inception in 1891.
In addition to our focus on lifelong customer relationships, we strive to provide our associates with an environment conducive to learning, growth, and long-term success. If you are interested in a career in financial services and wish to collaborate with talented professionals in a family-owned organization, you may find a great fit with us.
A Day in the Life of a Financial Services Associate
This multifaceted role centers on enhancing customer support through trust operations, private banking, customer service, and front office functions. You will work closely with Private Trust Officers to manage and administer assigned relationships and accounts, ensuring that client needs are met and exceeded through effective communication and relationship-building.
Key Responsibilities:
- Support Trust Operations, including processing client transactions and managing account maintenance.
- Assist clients with online access and troubleshoot issues.
- Provide administrative support to Private Trust Officers as required.
- Engage in customer service activities, including handling teller transactions and managing customer inquiries.
- Facilitate front office operations, such as greeting clients and maintaining office organization.
It is crucial to maintain confidentiality regarding all bank-related activities and uphold a high level of enthusiasm and customer awareness while promoting our services.
Qualifications:
High school diploma or equivalent; one to three years of relevant experience is preferred. Attention to detail, accuracy, and the ability to multitask are essential, along with a solid understanding of mathematical concepts and effective written communication skills.
Why Join WoodTrust?
WoodTrust aims to be an employer of choice, emphasizing personal and professional development. This full-time position offers a balanced work-life environment, competitive compensation, and a comprehensive benefits package, including medical, dental, vision, vacation, sick leave, and a generous 401(k) matching program.
WoodTrust is an Equal Opportunity Employer.
-
Client Relationship Manager
6 days ago
Madison, Wisconsin, United States Park Bank Full timeAbout the RoleThe Relationship Banker is a key member of the Retail Banking team at Park Bank, responsible for establishing and growing client relationships through sales and referrals of bank products and services.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and provide tailored...
-
Relationship Banker
5 days ago
Madison, Wisconsin, United States Old National Bank Full timeJob SummaryWe are seeking a skilled Relationship Banker to join our team at Old National Bank. As a Relationship Banker, you will be responsible for developing and cultivating long-term client relationships by providing insight, advice, and personalized financial solutions.Key ResponsibilitiesClient Relationship Development: Develop and grow client and...
-
Client Relationship Specialist
2 weeks ago
Madison, Wisconsin, United States Park Bank Full timeClient Relationship Specialist Job DescriptionGeneral Overview:The Client Relationship Specialist is essential in fulfilling both the Teller and Relationship Banker roles, with the exception of providing loan products. This position involves cultivating new client connections, managing account transactions, and executing branch service duties.Main...
-
Client Relationship Wealth Advisor
2 weeks ago
Madison, Wisconsin, United States Old National Bank Full timePosition OverviewOld National Bank has a rich history of serving clients and communities since 1834. With total assets of $48 billion, we are a regional leader dedicated to enhancing the lives of our clients and supporting our communities through various initiatives. Our commitment to social responsibility is reflected in our active participation in...
-
Customer Service Banker
1 week ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition Title: Universal BankerThe Universal Banker plays a crucial role in providing support to clients by managing teller operations, sales initiatives, and customer service. This position necessitates the promotion and sale of financial products and services while ensuring a high standard of customer satisfaction. The Universal Banker collaborates with...
-
Lead Business Banker
2 weeks ago
Madison, Wisconsin, United States Heartland Financial USA, Inc. Full timeHeartland Financial USA, Inc. is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified candidates without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.As a diversified financial services provider based in the...
-
Senior Business Banker Manager
1 week ago
Madison, Wisconsin, United States Heartland Financial USA, Inc. Full timeHeartland Financial USA, Inc. is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified candidates without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.As a diversified financial services organization, Heartland...
-
Investment Relationship Manager
2 weeks ago
Madison, Wisconsin, United States Old National Bank Full timePosition OverviewOld National Bank has been a cornerstone in financial services since 1834. With total assets amounting to $48 billion, we are a significant regional entity committed to the communities we serve. As a reliable partner, we focus on empowering our clients to realize their aspirations while upholding our dedication to social responsibility...
-
Customer Service Banker
1 week ago
Madison, Wisconsin, United States Wisconsin Bank & Trust, a division of HTLF Bank Full timePosition: Universal BankerThe Universal Banker plays a vital role in delivering top-notch customer assistance by managing various teller operations, sales initiatives, and service offerings. This position demands a proactive approach in promoting and providing financial solutions while ensuring a high standard of customer satisfaction. The Universal Banker...
-
Client Relationship Consultant
4 days ago
Madison, Wisconsin, United States U.S. Bank National Association Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Consultant to join our team at U.S. Bank National Association. As a Client Relationship Consultant, you will be responsible for building and fostering relationships with clients, providing exceptional customer service, and identifying solutions to meet their financial needs.Key...
-
Client Relationship Specialist
1 week ago
Madison, Wisconsin, United States Understory, Inc. Full timeClient Success Representative at UnderstoryWe are looking for a dedicated Client Success Representative to enhance our client relationships at Understory. If you possess a strong ability to foster client connections and thrive in a dynamic setting, we would like to connect with you.Role Overview:Oversee relationships with primary clients and...
-
Client Relationship Specialist
2 weeks ago
Madison, Wisconsin, United States Understory, Inc. Full timeClient Success Representative at Understory, Inc.We are looking for a dedicated Client Success Representative to enhance our client relationships at Understory, Inc. This role is ideal for individuals who thrive in dynamic environments and have a strong background in client management.Key Responsibilities:Oversee and nurture relationships with essential...
-
Client Relationship Specialist
2 weeks ago
Madison, Wisconsin, United States Understory, Inc. Full timeClient Success Representative at UnderstoryWe are looking for a dedicated Client Success Representative to enhance our operations at Understory. The ideal candidate will have a strong background in fostering robust client partnerships and thrive in a dynamic work environment.Position Overview:Oversee relationships with primary clients and...
-
Client Relationship Manager
2 weeks ago
Madison, Wisconsin, United States Kuraray America , Inc. Full timePosition OverviewThe Customer Success Manager plays a pivotal role in establishing and nurturing productive, long-lasting relationships with key decision-makers and influencers within a designated portfolio of client accounts. Key Responsibilities- Collect comprehensive insights regarding client accounts, pinpoint decision-makers, and comprehend their...
-
Client Relationship Manager
1 week ago
Madison, Wisconsin, United States First MainStreet Insurance, L.C. Full timePOSITION TITLE: Account ManagerREPORTS TO: Operations DepartmentCLASSIFICATION: Exempt EEO CLASSIFICATION: ProfessionalsPOSITION SUMMARY:The Account Manager plays a crucial role in fostering and sustaining relationships with our esteemed clients by addressing their insurance protection requirements. This position involves overseeing a portfolio of accounts,...
-
Relationship Development Specialist
5 days ago
Madison, Wisconsin, United States Park Bank Full timeAbout Park BankPark Bank is a dynamic financial institution that values drive and ambition. We believe that achievement means different things to each of us, and that there's no one way to achieve success. Our story of achievement starts with each member of our team, and we're always searching for great people to join our team.Job SummaryThe Relationship...
-
Relationship Development Specialist
2 days ago
Madison, Wisconsin, United States Park Bank Full timeAbout Park BankPark Bank is a dynamic financial institution that values drive and ambition. We believe that achievement means different things to each of us, and that there's no one way to achieve success. Our story of achievement starts with each member of our team, and we're always searching for great people to join our team.Job SummaryThe Relationship...
-
Client Relationship Manager
2 weeks ago
Madison, Wisconsin, United States Exact Sciences Full timeJoin Our Mission to Transform Cancer CareAt Exact Sciences, we are dedicated to revolutionizing the way cancer is prevented, detected, and treated. Our commitment is to provide patients and healthcare professionals with the clarity they need to make informed decisions during critical moments.As a member of our team, you will find a career driven by purpose,...
-
Client Relationship Executive
2 weeks ago
Madison, Wisconsin, United States Whitecap Full timePosition OverviewA role at White Cap transcends the typical job experience. You will engage in a dynamic and varied environment, interact with diverse individuals, and explore numerous career pathways.The White Cap team is dedicated to Establishing Trust on Every Project. We achieve this by being exceptionally knowledgeable, fully equipped, and consistently...
-
Client Relationship Manager
2 weeks ago
Madison, Wisconsin, United States Veolia WTS Full timePosition OverviewCompany Overview:As part of the Veolia Group, Veolia Water Technologies & Solutions unites skilled professionals dedicated to addressing the world's pressing challenges related to water scarcity, quality, environmental sustainability, and energy efficiency. We are continually seeking passionate and innovative individuals to join us in this...