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Relationship Banker- Highland Park

Job in Appleton, Outagamie County, Wisconsin, 54914, USA
Listing for: Penn Community Bank
Full Time position
Listed on 2026-08-15
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending and residential lending.
  • Perform all teller and platform transactions promptly, efficiently and accurately.
  • Deliver and cross-sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions.
  • Assist in the attainment of branch-specific goals in conjunction with bank initiatives and the strategic plan.
  • Provide best in class customer service to customers regarding daily transactions, addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations.
  • Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone.
  • Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy.
  • Operate technology as required.
  • Consistent utilization of the customer management system to document customer and prospect interactions, send referrals and update campaigns.
Qualifications
  • Associate’s or Bachelor’s degree preferred.
  • Previous banking or relevant work experience preferred.
  • Strong customer service and sales skills.
  • Deposit and loan product knowledge.
  • Ability to handle multiple responsibilities simultaneously.
  • Balanced decision making keeping both customer and company in mind.
  • Strong interpersonal and relationship building skills.
  • Effective selling, cross-selling and referral skills.
  • Microsoft product proficiency and the ability to use core banking systems.
  • Participation in community activities as necessary.
Education and Experience

Associate’s or Bachelor’s degree preferred. Previous banking or relevant work experience preferred.

Penn community Bank is an equal opportunity employer.

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