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2 Personal Banker Jobs in Evansville, WI

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STATE BANK OF CROSS PLAINS
Evansville, WI | Full Time
$83k-114k (estimate)
1 Month Ago
Lake Ridge Bank
Evansville, WI | Other
$80k-109k (estimate)
4 Months Ago
Personal Banker
$83k-114k (estimate)
Full Time | Banking 1 Month Ago
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STATE BANK OF CROSS PLAINS is Hiring a Personal Banker Near Evansville, WI

Personal Banker
Job LocationsUS-WI-Evansville
# of Openings1CategoryRetail Services/Sales
Overview

Lake Ridge Bank is focused on the community and we are seeking a customer and team oriented professional to join our Evansville office as a Personal Banker! A Personal Banker is responsible for delivering a premier customer experience that is second to none by helping out our customers with just about all of their consumer/retail banking needs! The Personal Banker will provide new and existing customers with resources and solutions to serve all their financial needs and will work to grow relationships that are mutually beneficial for the customer and bank. The primary responsibility for this position will be to develop and nurture customer relationships.

Responsibilities
    Bankers are expected to achieve full banking relationships withcustomers. Therefore, being very familiar with ALL that Lake Ridge Bank has to offer is paramount to success in addition to maintaining expertise of all deposit and consumer loan products and services.
  • Resolve customer needs/problems/issues and provide high quality personalized service.
  • Actively sell deposit and consumer loan products and services by utilizing effective sales skills including listening, being persuasive and building confidence and trust with customers and potential customers.
  • Open deposit accounts for customers including but not limited to checking, savings, CDs as well as properly completing all account paperwork.
  • Process transactions such as cashing checks, account withdrawals, deposits, loan payments, etc. while properly balancing and maintaining a cash drawer.
  • Follow through with onboarding new customers/new accounts.
  • Promote and maintain positive relations with all internal and external contacts, customers and potential customers.
  • Meet established benchmarks for individual, office, and department.
  • Actively participate in sales, office and staff meetings.
  • Maintain confidentiality of customer information at all times.
  • Participates in community involvement/bank activities.
  • Performs all other duties as assigned.
Qualifications
  • Associates Degree in a related field and/or 2 years equivalent work experience in a customer services/sales environment
  • Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.
  • Demonstrated problem solving skills with the ability to make good decisions
  • Flexibility with the ability to adapt to an ever-changing work environment
  • Willingness and ability to participate in community functions where the office is involved
  • Ability to represent the organization in a professional, positive manner
  • Proven sales ability

The hours for this role will be between the hours of 7:45 AM to 6:15 PM Monday through Friday and one Saturday a month, 7:45 AM to 12:15 PM. Flexibility in scheduling may be needed on occasion.

The Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bankprovides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans and Individuals with Disabilities encouraged to apply. Consistent with State Bank of Cross Plains' commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, provide documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$83k-114k (estimate)

POST DATE

04/01/2023

EXPIRATION DATE

06/14/2024

WEBSITE

sbcp.bank

HEADQUARTERS

BELLEVILLE, WI

SIZE

200 - 500

FOUNDED

1908

TYPE

Private

CEO

DAVID FAHEY

REVENUE

$10M - $50M

INDUSTRY

Banking

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State Bank of Cross Plains provides loans, lending, insurance planning and wealth management services for individuals and businesses.

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The job skills required for Personal Banker include Products and Services, Customer Service, Retail Banking, Customer Contact, Problem Solving, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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