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Retail Banking Associate Jobs in Wisconsin (NOW HIRING)

Park Bank

Relationship Banker (Hilldale Branch)

Madison, WI · On-site

$18.75 - $24.50/hr

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 ...

Busey

IT Retail Service Support Manager

Tomahawk, WI

$63K - $87K/yr

Responsible for installation, maintenance, repair, inventory and liquidation of the Bank's fleet of ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Nicolet National Bank

Merchant Services Associate

WI · On-site

The role partners with Treasury Management, Commercial Banking, and Retail Banking team members to ... The Merchant Services Associate helps support growth of the Bank's merchant card services portfolio ...

Associatedbank

Associate Bank Manager

Park Falls, WI

It offers a clear path to leadership growth within a dynamic banking environment. This position ... Associate's degree or equivalent combination of education and experience * 2+ years customer-facing ...

Bank of Montreal

Associate Banker

Beaver Dam, WI · On-site

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Bank of Montreal

Associate Banker

Wauwatosa, WI · On-site

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Bank of Montreal

Associate Banker

Racine, WI · On-site

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Bank of Montreal

Associate Banker

Milwaukee, WI · On-site

Retail Banking Sales & Service This is a part-time role, typically scheduled for 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides ...

Bank of Montreal

Associate Banker

Appleton, WI · On-site

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

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Retail Banking Associate information

What does a Retail Banking Associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

What are the key skills and qualifications needed to thrive as a Retail Banking Associate, and why are they important?

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

What are some common challenges Retail Banking Associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.
What are the most commonly searched types of Retail Banking jobs in Wisconsin? The most popular types of Retail Banking jobs in Wisconsin are:
What are popular job titles related to Retail Banking Associate jobs in Wisconsin? For Retail Banking Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Retail Banking Associate jobs in Wisconsin look for? The top searched job categories for Retail Banking Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Retail Banking Associate jobs? Cities in Wisconsin with the most Retail Banking Associate job openings:
Retail Banking Associate jobs near you
Relationship Banker (Hilldale Branch)

Relationship Banker (Hilldale Branch)

Park Bank

Madison, WI • On-site

$18.75 - $24.50/hr

Full-time

Posted 10 days ago

Job description

Job Type
Full-time
Description
Who is Park Bank?
At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there's no one way to what's next. And our story of achievement starts with each member of our team. No matter our job openings, we are always searching for great people to join our team. And while a culture-fit is nice, a culture-add is even better.
If you are passionate about providing exceptional client service and building partnerships that champion all who are driven to achieve financial goals, come join our branch family. In addition, if you thrive in making personal connections, exude confidence, and are committed to helping our clients succeed, we will help you get to next in your own career development.
General 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.
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
Qualifications:
  • Associate degree required; Bachelor's degree preferred; Minimum 3-5 years of related work experience required
  • Knowledge or experience in consumer lending preferred; Additional banking experience will be considered in lieu of a degree; Possesses proven leadership skills and abilities

Physical Demands:
  • Remaining in a stationary position, often standing or sitting for prolonged periods.
  • Adjusting or moving objects up to 10 pounds in all directions.
  • Repeating motions that may include the wrists, hands and/or fingers.
  • Communicating with others to exchange information

  • 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, sexual orientation, gender identity, national origin, disability status, and protected veteran status.
  • Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: humanresources@parkbank.com or 608.301.8674.
  • The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
  • Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage

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