Personal Banker (41689)

Relationship-Focused Role | Community Impact

Security Financial Bank (SFB) is seeking a Personal Banker to join our team in Eau Claire. This is an excellent opportunity for a customer-focused professional who enjoys building relationships, providing financial solutions, and delivering exceptional service.

Why Join Us:

At SFB, we don’t just talk about relationship banking — we live it. We pride ourselves on delivering exceptional service and building lasting partnerships with our clients and teammates. When you join SFB, you become part of a team that offers:

• A consistent, daytime schedule
• A supportive, inclusive culture that recognizes your contributions
• Paid training and professional development opportunities
• Tuition support for finance/banking courses and certifications
• Saturday shift pay differential
• Comprehensive benefit package
• Paid volunteer time off
• & more!

Position Summary:

                As a Personal Banker, you’ll serve as a trusted resource for new and existing customers by identifying financial needs and recommending appropriate banking products and services. This role blends customer service with sales and lending responsibilities. Your responsibilities will include:

• Build relationships by interviewing customers to understand financial needs and goals
• Open and maintain deposit accounts, including IRAs and HSAs
• Educate customers on banking products, digital tools, and associated fees
• Take and process consumer loan applications, including credit analysis and loan closing
• Ensure all lending and account activities comply with bank policies and regulations
• Support customers with digital banking, fraud prevention, and account maintenance
• Maintain and monitor IRA and HSA accounts for accuracy and compliance
• Process specialized account requests, including decedent accounts
• Follow up on past due loans and assist with account resolution
• Partner with Treasury Management team to refer business services

What We’re Looking For:

• High school diploma or equivalent required
• Previous customer service experience required; banking experience preferred
• Strong sales and relationship-building skills
• Excellent communication and interpersonal skills
• Detail-oriented with strong problem-solving abilities
• Ability to handle sensitive and confidential information professionally
• Comfortable using computers and learning new systems
• Knowledge of banking products and services preferred

Working conditions, including physical requirements:

•  Work is performed largely within the Bank with limited chance of personal injury.  Prolonged and frequent mental, audio, visual, and verbal concentration required in responding to customer requests, computer work and viewing monitors. Fine motor skills to operate mouse and keyboard. Periodic stressful situations in response to multiple priorities within established deadlines. Work hours are generally daytime hours Monday-Friday.
• Serves as a representative of the organization at appropriate functions

Who We Are:

SFB is an independent community bank with eight branch locations and more than 140 employees. Since opening in 1934 in Durand, WI, we’ve built our reputation on trust, relationships, and community involvement. At SFB, you’ll find a supportive, team-oriented workplace where your contributions matter and your professional growth is encouraged. 

At Security Financial Bank, we value diversity and are proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

General Notice:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.