Senior Banker - Greendale Financial Center

Job Description

Serves as the first point of contact for financial center clients, uncovering personal banking needs of both individuals and small business clients, offering appropriate solutions, and connecting clients to specialists. Works to deepen client relationships through platform services, supports clients with self‑service or transactional activities, and provides exceptional client care.

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs.
• Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines in performing day‑to‑day activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by taking the best course of action for the bank and its clients, abiding by all regulatory requirements.
• Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions.
• Respond to customer inquiries and concerns, creating customized solutions.
• Introduce and fulfill banking products such as checking & savings accounts, credit cards, CDs, IRAs, and loans.
• Identify client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business).
• Quote rates, terms, and programs for banking solutions.
• Manage risk in every business, product, and service transaction leveraging available tools.
• Assist in training clients on the use of self‑service technologies and leverage available processes to improve client experience.

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Enthusiastic, highly motivated self‑starter with strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communication skills; able to communicate confidently with all clients (in‑person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs.
• Demonstrates effective time‑management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Is a commissioned notary or can obtain a notary commission in the state of employment within a few months of start date.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• Associate degree or Bachelor’s Degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience in an environment with individual and/or team goals that were routinely met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.
• Active listening, business acumen, customer and client focus, oral communication, problem solving, account management, client experience, branding, client management, client solutions, advisory, relationship building, business development, pipeline management, prospecting, referral identification, referral management.

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America). Hours Per Week: 40.

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