Relationship Banker

Company: Park Bank
Location: Madison
Posted on: January 9, 2021

Job Description:

Description:
Relationship Banker - Madison, WI20-047General Summary:The role of the Relationship Banker is to establish new, and increase existing client account relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail Banking branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients and book of business to support the retention and growth of profitable client relationships through sales of deposit, loan, and electronic banking products. This position's home branch will be Park Street but will split time between Park Street and Lacy Road. Outcomes:1) Balance Growth (60%)a. Retail Household Growth, Consumer Loan Portfolio, Consumer/Business Deposits, and Services per Household2) Production Achievement (30%)a. Consumer Loan Origination, Retail/Business Deposit Accounts, Business Deposits, and Strategic Partner Referrals3) Compliance and Operations Evaluation (10%)a. Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security.Primary Duties/Responsibilities:- Perform daily responsibilities to include cross-selling additional bank products, opening and closing accounts, servicing customers, processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests.- Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or indirectly through business partner referrals.- Partners with Mortgage Banking Advisor assigned to branch to assist in the processing and delivery of mortgage banking products; and utilizes this opportunity to effectively acquire new deposit and loan clients to Park Bank- Provide advice and guidance to newer Retail Banking associates, and assists in complex situations- Deliver financial solutions, service, and professionalism to all internal and external clients which consistently exceed expectations.

Requirements:
- Associate degree required; Bachelor degree preferred; Minimum 3-5 years of work experience preferred- Knowledge or experience in consumer lending preferred; Additional banking experience will be considered in lieu of a degree; Possesses proven leadership skills and abilities- Park Bank is a drug free workplace. All candidates selected for new employment with PARK BANK will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test- Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.- Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.- The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired. PI128276460

Keywords: Park Bank, Madison , Relationship Banker, Other , Madison, Wisconsin