Universal Banker - West Bend

Forte Bank

  • West Bend, WI
  • 9 days ago
  • Full-time

Highlights

Responsibilities include:Welcoming customers with warmth, professionalism, and a genuine smileAccurately processing banking transactionsBuilding and deepening customer relationships by identifying needs and offering personalized financial solutionsPromoting bank products and services through meaningful conversations (no quotas!)Opening, servicing, and maintaining customer accountsEducating customers on digital banking tools that make banking safer, easier, and more convenientConnecting customers with internal business partners, including lenders, business bankers, and investment servicesDelivering service experiences that exceed expectations every customer, every timeWho Thrives at Forte Bank? SharingEmployee Stock Ownership Program (ESOP)Employee Celebrations & EventsLogo ApparelSupportive, relationship-focused cultureOpportunities for professional growth and community involvementLearn more about our organization and culture by visiting Forte Bank or following us on Facebook.

Numbers & Facts

LocationWest Bend, WI
Job TypeFull-time

Description

Join Forte Bank - Where We Put Relationships FirstAt Forte Bank, banking is about more than transactions - it's about people, trust, and strengthening the communities we serve.We treat our customers like friends and family - and we do the same for our team.We currently have an opening for a Full-Time Universal Banker to join our team in West Bend, WI. Interested candidates must be available to work as scheduled Monday through Friday and every other Saturday (see below).What Does a Universal Banker Do?As a Universal Banker, you'll have the opportunity to make a meaningful impact in the lives of our customers every day. This role is centered around relationship-building, customer service, and helping customers find financial solutions that support their goals.Responsibilities include:Welcoming customers with warmth, professionalism, and a genuine smileAccurately processing banking transactionsBuilding and deepening customer relationships by identifying needs and offering personalized financial solutionsPromoting bank products and services through meaningful conversations (no quotas!)Opening, servicing, and maintaining customer accountsEducating customers on digital banking tools that make banking safer, easier, and more convenientConnecting customers with internal business partners, including lenders, business bankers, and investment servicesDelivering service experiences that exceed expectations every customer, every timeWho Thrives at Forte Bank?The most successful team members at Forte Bank are people who genuinely care about others, take ownership of their work, and bring positive energy to every interaction.You'll thrive here if you:Naturally build relationships and enjoy helping peopleTake initiative and follow through on commitmentsBring accountability and integrity to your workTake pride in delivering exceptional customer experiencesEnjoy working collaboratively as part of a supportive teamValue community involvement and relationship-driven serviceMaintain professionalism and confidentialityAdapt well in a fast-paced environment while maintaining attention to detailQualifications & SkillsHigh school diploma requiredCash handling experience strongly preferredStrong organizational and multitasking skillsAttention to detail and accuracyProficient computer skills including Microsoft Word, email, internet navigation, and basic keyboardingExcellent communication, interpersonal, and problem-solving skillsAbility to maintain confidentiality and discretion with sensitive informationDependable with strong attendance and scheduling flexibilityScheduleAbility to work scheduled hours between:Monday - Friday: 8:00 a.m. - 5:15 p.m.Two Saturdays per month: 8:15 a.m. - 12:15 p.m.When scheduled on Saturday, we work to provide a weekday off, Tues/Wed/Thurs.Benefits of Choosing Forte BankCompetitive PayVery Generous PTO Plan - PTO available at 30 days!401(k) with company match up to 4% (immediate vesting!)Profit SharingEmployee Stock Ownership Program (ESOP)Employee Celebrations & EventsLogo ApparelSupportive, relationship-focused cultureOpportunities for professional growth and community involvementLearn more about our organization and culture by visiting Forte Bank or following us on Facebook.Forte Bank is an Equal Opportunity Employer.

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