Relationship Banker - Madison, WI

Take an active role in guiding customers through the lobby by facilitating transactions via mobile banking, online banking, or ATM and providing front‑end assistance as needed.

• Engage clients in the lobby to educate and assist with self‑service resources.
• Accurately and efficiently process cash transactions for clients.
• Conduct deep conversations with clients to understand their financial and life priorities and connect them to suitable solutions.
• Execute the bank’s risk culture and strive for operational excellence.
• Build and nurture relationships with clients to meet their financial needs.
• Follow established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively to drive the client experience.
• Handle cash responsibilities with precision and accountability.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Strong relationship‑building skills and ability to collaborate effectively.
• Passionate, committed, and driven to deliver an experience that improves clients’ financial lives.
• Confidence in identifying solutions for new and existing clients based on their needs.
• Excellent communication skills and comfort engaging all clients.
• Adaptability and willingness to learn new information and technology platforms.
• Capability to educate clients on conducting simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking).
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Adherence to established processes, guidelines, and regulatory requirements.
• Time and capacity management skills, with a focus on results while acting in the best interest of the client.
• Availability to work weekends and/or extended hours and travel to any financial center within a reasonable distance.

• Experience in financial services and knowledge of industry products and solutions.
• One year of successful sales experience in a salary‑plus‑incentive environment with individual sales goals.
• Six months of cash‑handling experience.
• Bachelor’s degree or business‑relevant associate’s degree (e.g., business management, business administration, finance).

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• 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.

1st shift (United States of America); 40 hours per week.