Universal Banker

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Bank Five Nine

Posted 3 months ago

Full Time

Grafton, Wisconsin

In Person

Smart Summary

Responsibilities

The Universal Banker is responsible for processing banking transactions and nurturing customer relationships to provide sound financial advice. They also focus on acquiring new accounts and referring customers to internal business partners like mortgage and wealth management.

Qualifications

You have a high school diploma or GED and possess basic keyboarding skills with the ability to navigate a Windows environment. You will be responsible for accurately processing transactions, acquiring new relationships, opening accounts, and retaining/deepening existing customer relationships by identifying needs and offering tailored financial solutions.

Must Have Skills for ATS

keyboarding skills

Windows environment

Job Description

Interested in helping to solve all the problems of the world? Ish…that seems like A LOT of work. What if you could take that enthusiasm and apply it on a smaller scale? 

As a Universal Banker, your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice to help solve financial challenges.

And since it’s clear you enjoy making a difference in people’s lives and in your community, we think you’d fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 17 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work for by American Banker! If you’re looking for a career that’s pretty much the same as fixing the world…but in Southeast, WI…okay Grafton. Check us out today! 

Do you have what it takes?

You’ll need to:

  • Accurately process banking transactions, 
  • Help acquire new banking relationships and open new accounts,
  • Retain and deepen relationships by identifying needs and offering custom financial solutions, 
  • Provide account servicing and maintenance, 
  • Help educate customers on digital bank solutions that can make their lives safer, easier and better, and
  • Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management) 

Must-Haves

  • High school diploma or GED 
  • Basic keyboarding skills and the ability to navigate in a Windows environment

Nice-To-Haves

  • Knowledge of bank products and services
  • Minimum of 1+ year of retail banking experience

We are an Equal Opportunity Employer.  We are committed to the full inclusion of all qualified individuals. 

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Bank Five Nine

Bank Five Nine is a full-service, independent, community bank that has served southeast Wisconsin since 1859. We enjoy long, quiet walks on the beach, puppies and romantic dinners. Nah, we're too old for all that, but we're still pretty cool, and we do actually love puppies. As a community bank, we make it a priority to give back to the customers and communities we serve through charitable giving and volunteer opportunities. We have 14 full service branches throughout Ozaukee, Washington, Waukesha and Milwaukee counties, and several loan offices in Wisconsin, Illinois, and Minnesota. Member FDIC -- Equal Housing Lender -- SBA Preferred Lender -- Bank Five Nine NMLS #: 410817 --- Milwaukee Journal Sentinel’s Top 100 Workplaces in 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 and 2026. Named as a 'Best Bank To Work' For by American Banker! --- Never disclose any financial information on LinkedIn. We are not responsible for the privacy and security policies or practices of LinkedIn. --- CONTACT US AT: (888) 569-9909 | www.bankfivenine.com
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