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Private Banker: Client Partner & Growth Coach

Job in Wisconsin Rapids, Wood County, Wisconsin, 54494, USA
Listing for: WoodTrust Financial Corporation
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Private Banker: Trusted Client Partner & Growth Coach

Join a Team That Invests in You
Wood Trust Bank offers a professional, welcoming, and growth‑oriented environment where every associate is valued. We’re looking for a motivated, detail‑oriented individual to join our Wisconsin Rapids office as a Private Banker – a key role focused on delivering an exceptional customer experience and supporting our long-standing commitment to service.


About Wood Trust

Did You Know? Founded in 1891, Wood Trust is one of the largest privately owned, full‑service financial institutions headquartered in central and northern Wisconsin. With more than $7.6 billion in client assets under management and $675 million in bank assets, we serve individual, family, corporate, and not‑for‑profit clients across 35 states.

Our culture is built on a simple core value – the customer is #1 – and on creating an environment where associates can learn, grow, and build long-term careers. As a private, family‑owned organization, we take pride in offering stability, opportunity, and a workplace where talented people enjoy what they do.


What You’ll Do
As a Private Banker, you will serve as a trusted first point of contact for customers and play a key role in shaping their overall experience with Wood Trust. This position calls for a well‑organized, highly motivated individual with a genuine interest in and enthusiasm for promoting Wood Trust Bank and its products. Associates should be positive, flexible, adaptable, and eager to contribute to a welcoming customer experience.

You will receive ongoing training and development to support your success and opportunities for future advancement.

Key responsibilities include:

  • Assisting customers in person and by phone with professionalism and warmth
  • Providing accurate information and guidance on bank products and services
  • Opening, maintaining, and servicing customer accounts
  • Performing teller transactions with precision and care
  • Supporting office operations and administrative tasks
  • Contributing to a collaborative team environment focused on shared goals
  • Maintaining strict confidentiality and upholding Wood Trust’s high standards of service


What You Bring

Success in this role comes from a blend of professionalism, curiosity, and genuine care for people. You’ll thrive here if you bring:

  • High school diploma or GED; 1 – 3 years of related experience preferred
  • Professional demeanor, positive attitude, and strong reliability
  • Excellent communication skills and a genuine enjoyment of working with people
  • Strong attention to detail, organizational skills, and computer proficiency
  • Ability to work effectively as part of a team and contribute to a positive workplace
  • Commitment to confidentiality, customer awareness, and service excellence


Why Join Our Team

Wood Trust strives to be an employer of choice by offering meaningful work, long-term career opportunities, and a supportive environment where associates can thrive. We offer:

  • Competitive compensation
  • A full benefits package including medical, dental, vision, vacation, and sick leave
  • Performance-based annual bonus opportunities
  • A stable, family-owned organization with a strong commitment to work‑life balance
  • A team of fun, talented professionals who enjoy what they do


Ready to Apply?

We’d like to meet you! Please submit your application and resume by email to or in person at any Wood Trust branch in Wisconsin Rapids, Plover, or Wausau.

Wood Trust is an Equal Opportunity Employer.

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