Personal Banker
Lake Ridge Bank, Sauk City, WI, United States
Job Overview
Lake Ridge Bank is looking for a client‑service oriented professional to join our Sauk Prairie team as a Personal Banker. The Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs.
Key Responsibilities
Provide new and existing clients with resources and solutions to serve all their financial needs and grow mutually beneficial relationships.
Develop and nurture client relationships, achieving full banking relationships with clients.
Be very familiar with all Lake Ridge Bank products and maintain expertise of deposit and consumer loan products and services.
Resolve client needs, problems, and issues; provide high‑quality personalized service.
Actively sell deposit and consumer loan products and services using effective sales skills (listening, persuasiveness, building confidence and trust).
Open deposit accounts (checking, savings, CDs) and complete all account paperwork.
Process transactions such as cashing checks, account withdrawals, deposits, loan payments, while balancing and maintaining a cash drawer.
Oversee onboarding of new clients and accounts.
Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
Meet established benchmarks for individual, office, and department levels.
Participate in sales, office, and staff meetings.
Maintain confidentiality of client information at all times.
Participate in community involvement and bank activities.
Perform all other duties as assigned.
Complete annual bank security and compliance training; adhere to Bank Security guidelines as required.
EEO & Equal Opportunity Statement 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 are encouraged to apply. Consistent with the State Bank of Cross Plains' commitment to employ and advance qualified individuals with disabilities, reasonable accommodation to apply for or perform a job is provided. If an individual needs reasonable accommodations to apply or perform a job, please contact Human Resources at (608) 849-2700 or email us.
Application Instructions Apply online: ipc.us/t/D63F6634E8F745B4
#J-18808-Ljbffr
Key Responsibilities
Provide new and existing clients with resources and solutions to serve all their financial needs and grow mutually beneficial relationships.
Develop and nurture client relationships, achieving full banking relationships with clients.
Be very familiar with all Lake Ridge Bank products and maintain expertise of deposit and consumer loan products and services.
Resolve client needs, problems, and issues; provide high‑quality personalized service.
Actively sell deposit and consumer loan products and services using effective sales skills (listening, persuasiveness, building confidence and trust).
Open deposit accounts (checking, savings, CDs) and complete all account paperwork.
Process transactions such as cashing checks, account withdrawals, deposits, loan payments, while balancing and maintaining a cash drawer.
Oversee onboarding of new clients and accounts.
Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
Meet established benchmarks for individual, office, and department levels.
Participate in sales, office, and staff meetings.
Maintain confidentiality of client information at all times.
Participate in community involvement and bank activities.
Perform all other duties as assigned.
Complete annual bank security and compliance training; adhere to Bank Security guidelines as required.
EEO & Equal Opportunity Statement 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 are encouraged to apply. Consistent with the State Bank of Cross Plains' commitment to employ and advance qualified individuals with disabilities, reasonable accommodation to apply for or perform a job is provided. If an individual needs reasonable accommodations to apply or perform a job, please contact Human Resources at (608) 849-2700 or email us.
Application Instructions Apply online: ipc.us/t/D63F6634E8F745B4
#J-18808-Ljbffr