Department: Client Service
Type of Position: Full-time, includes one Saturday 9am-12pm each month
Location: Fitchburg, WI
Date Generated: January 9, 2018

Position Summary

This position is responsible for acquiring, expanding, and enriching client relationships, while providing service in an exceptional manner.  You will educate clients about their financial choices, as a trusted advisor. The person in this position must have deep knowledge of financial services and products, including all deposit accounts and all electronic banking products.

Position Responsibilities:

  • Consistently educates clients about their financial choices by understanding needs and recommending appropriate financial products and services.
  • Provides consistent follow through
  • Takes responsibility for retaining client relationships
  • Educates clients about self-service options, such as Internet Banking and Bill Pay services
  • Embraces change by anticipating and supporting corporate strategies and goals
  • Maintains a high degree of knowledge in all bank programs, ensuring quality service and accuracy is delivered to all clients
  • Meets expected service levels for availability, wait time and accuracy
  • Consistently demonstrates all expected service and sales behaviors
  • Provides deposit account and consumer loan services to clients
  • Exhibits regular and predictable attendance

Qualifications (Education, Work Experience, Skills):

  • At least 3 years of prior client service and sales experience in a professional setting
  • Previous retail financial sales experience preferred
  • Lending experience preferred
  • Knowledge of fundamental demand deposit, savings and certificates concepts and practices
  • Ability to interpret savings instruments policies and procedures
  • Excellent interpersonal skills to include strong verbal and written communication skills
  • Exceptional client service skills
  • Demonstrates analytical, accuracy, and problem-solving skills in a strong client service environment
  • Excellent work record for attendance
  • Proficient at Microsoft programs and banking software

Contact Human Resources at 608.441.6000 for information on current openings or email us at