Relationship Bankers serve a dual role for personal banking and teller responsibilities. This position sells products and services to existing customers and prospects. Relationship Bankers identify, expand upon and deepen customer relationships through reviewing and recommending appropriate products / services, and making referrals to other business lines. The position provides an exceptional customer experience through a genuine willingness to serve, an ability to articulate features and benefits of our products and services, efficiently and accurately processing of customer transactions, and always keeping our customers' best interest in the forefront. Relationship Bankers adhere to compliance regulations and Bank policies and procedures. Bilingual is a plus.

Relationship Banker I:

• High school diploma or equivalent
• 1 year of sales experience with a strong emphasis in customer service and cross-selling
• Proactively engages customers to deepen relationships and enhance the customer experience
• Performs 50% teller duties and 50% deposits

Relationship Banker II:

• Meets qualifications for Relationship Banker I
• 2 years of experience in a sales and goals-based environment with a strong emphasis on customer service
• Demonstrates sales culture by referring consumer loans, credit cards, and referrals to other business lines
• Embraces behavior, customer and sales service standards
• Performs deposits and teller duties as needed

Relationship Banker III:

• Meets qualifications of Relationship Banker II
• Experience in consuming lending and deposits
• A.F.E. Act registry
• Proactively uncovers and enters consumer loans and credit cards to meet individual production expectations
• Demonstrates consistency with referral activity across business lines

Sr. Relationship Banker:

• Meets qualifications of Relationship Banker III
• 3 years of consuming lending experience and understanding of Fair Lending Act / WI Consumer Act
• Proactively, positively assists others by being a resource and role model
• Assists with providing a positive experience for new hires with training / orienting
• Provides explanations, shows commitment, and is a resource to rolling out new policies / practices / procedures
• Exceeds behavior, customer and sales service standards
• Exceeds expectations through consistent referral activity to other business lines
• Versed in business acquisitions, Bank at Work activities, and Cash Management
• Provides support to Sr. Branch Manager as needed