
Floating Personal Banker- Madison WI
Allied OneSource, Madison, WI, United States
We are looking for a floating personal banker to cover the Madison, WI metropolitan area! Personal Bankers are relationship-driven experts who provide tailored financial solutions to help customers achieve long-term well-being through an unparalleled service experience. This role emphasizes professional growth, offering extensive product training and mentorship from leaders to help you advance your career within consumer banking. By prioritizing meaningful conversations over a "one-size-fits-all" approach, you play a vital part in meeting both our business objectives and your own professional goals.
Responsibilities
Consultative Relationship Building: Engaging customers through personalized questions to identify their financial goals and provide tailored product solutions.
Loan Pipeline Management: Proactively sourcing and closing consumer lending products, including home equity, auto, and personal loans, through networking and cross-selling.
Operational Excellence: Mastering banking transactions, cash drawer management, and documentation to ensure strict adherence to legal and industry standards.
Performance Optimization: Consistently meeting and exceeding key performance metrics while managing competing priorities and delivering a high-quality customer experience.
Background
Strong customer service skills
Reliable transportation and a valid driver's license
Outgoing personality
Good computer skills
High School Diploma or GED
Hourly: $20-$25/ Hour
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Responsibilities
Consultative Relationship Building: Engaging customers through personalized questions to identify their financial goals and provide tailored product solutions.
Loan Pipeline Management: Proactively sourcing and closing consumer lending products, including home equity, auto, and personal loans, through networking and cross-selling.
Operational Excellence: Mastering banking transactions, cash drawer management, and documentation to ensure strict adherence to legal and industry standards.
Performance Optimization: Consistently meeting and exceeding key performance metrics while managing competing priorities and delivering a high-quality customer experience.
Background
Strong customer service skills
Reliable transportation and a valid driver's license
Outgoing personality
Good computer skills
High School Diploma or GED
Hourly: $20-$25/ Hour
#J-18808-Ljbffr