Top 19 Relationship banker Jobs in Fond Du Lac Wi

Universal Banker-Digital (Member Experience Advisor II-Digital)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Relationship Banker
Old National Bank —Oshkosh, WI
- $17.00 - $29.75 an hour
- Full-time
- Office
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
Client Relationship Consultant 2 (Banker) Oshkosh, WI (Sign-On Bonus $750)
U.S. Bank National Association —Oshkosh, WI
- $20.00 - $24.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Associate Banker
BMO Financial Group —Fond du Lac, WI
- $41,714 - $50,000 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Relationship Banker (Bilingual in Spanish Preferred)
Associated Bank —Fond du Lac, WI
- $17.00 - $28.96 an hour
- Full-time
- Background check
- Spanish
- Office
- Employee stock purchase plan
- 401(k)
Universal Banker (Float)
Horicon Bank —Fond du Lac, WI
- Full-time
- Office
- High school diploma or GED
- Travel
- Employee stock ownership plan
Quick Apply
Retail Relationship Banker
BMO Financial Group —Mayville, WI
- $41,714 - $65,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Personal Relationship Banker-Digital (Member Experience Advisor I-Digital)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Office
- High school diploma or GED
- Entry level
Float Client Relationship Consultant (4) Banker - Green Bay and Multiple Locations, WI
U.S. Bank National Association —Oshkosh, WI
- $22.50 - $33.00 an hour
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Personal Relationship Banker (Member Experience Advisor I)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Office
- High school diploma or GED
- Entry level
Client Relationship Consultant 2 (Banker) Ripon, WI (Part-time 19 hours)
U.S. Bank National Association —Ripon, WI
- $20.00 - $24.75 an hour
- Part-time
- Mid-level
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
7d
Personal Banker
Cleveland State Bank —Elkhart Lake, WI
- From $20 an hour
- Full-time
- Basic math
- Office
- In-person
- Profit sharing
- Health savings account
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Oshkosh, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Commercial Loan Coordinator
FORTIFI BANK —Oshkosh, WI
- Full-time
- Office
- Administrative experience
- Communication skills
- Wellness program
- Disability insurance
Quick Apply
13d
Universal Banker
Horicon Bank —Horicon, WI
- Full-time
- Office
- High school diploma or GED
- Travel
- Employee stock ownership plan
Quick Apply
Financial Advisor/Wealth Manager
Professions Inc —Oshkosh, WI
- Mid-level
- Mentoring
- Teaching
Quick Apply

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Universal Banker-Digital (Member Experience Advisor II-Digital)
VERVE A CREDIT UNION —Oshkosh, WI
Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Relationship Banker
Old National Bank —Oshkosh, WI
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement,…
$17.00 - $29.75 an hour

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Member Service Representative III (Personal Banker - Sales)
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$23.50 - $26.50 an hour
Quick Apply

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relationship banker jobs near fond du lac wi

Universal Banker-Digital (Member Experience Advisor II-Digital)

VERVE A CREDIT UNION -
Oshkosh, WI

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Job Details

Full-time

Qualifications

High school diploma or GED

Full Job Description

POSITION SUMMARY

The Digital Member Experience Advisor II serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Experience Advisor explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve’s growth objectives.

POSITION RESPONSIBILITIES

Member Experience

Greet members promptly and professionally, creating a welcoming environment.
Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Verify endorsements, signatures, and proper identification; always maintain confidentiality.
Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested.
Clearly explain consumer account summaries, product features, and regulatory terms in language members understand.
Handle “Red Flag” identity theft prevention procedures accurately.
Assist members with digital banking tools and problem resolution.
Serve as an escalation point for complex service needs and provide solutions promptly.
Open and close specialty accounts such as Trust, Estate, and Health Savings Accounts (HSAs).
Process IRA account openings, contributions, distributions, and rollovers in compliance with IRS and credit union regulations.

Growth

Take loan applications for secured loans, credit cards, unsecured loans, and unsecured lines of credit.
Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions.
Participate in branch and community outreach activities to promote Verve’s brand and attract new members.
Proactively engage high-value and specialty account members to deepen relationships.

Operational & Compliance Excellence

Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions.
Complete product code changes accurately and in a timely manner.
Follow all operational policies, procedures, and security protocols.
Support branch vault operations including balancing, dual control procedures, and adherence to security protocols.
Ensure all account openings, specialty account maintenance, and IRA transactions are accurate, complete, and compliant.
Mentor and coach Member Experience Advisors to expand their skills.
Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and apply standards consistently.

EDUCATION AND EXPERIENCE

High school diploma or equivalent required.
Minimum one year of financial services, retail banking, or related experience.
Demonstrated proficiency in Member Experience Advisor functions.

KEY COMPETENCIES

Strong interpersonal skills with a friendly, professional demeanor.
Excellent attention to detail and accuracy in transactions.
Ability to explain financial concepts clearly to members.
Proficient computer skills including Microsoft Office; ability to learn core banking systems.
Reliable and consistent in attendance and performance.
Ability to work Saturdays as scheduled.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.

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Refine Your Search

relationship banker jobs in fond du lac wi

Universal Banker-Digital (Member Experience Advisor II-Digital)

Relationship Banker

Client Relationship Consultant 2 (Banker) Oshkosh, WI (Sign-On Bonus $750)

Associate Banker

Relationship Banker (Bilingual in Spanish Preferred)

Universal Banker (Float)

Retail Relationship Banker

Personal Relationship Banker-Digital (Member Experience Advisor I-Digital)

Float Client Relationship Consultant (4) Banker - Green Bay and Multiple Locations, WI

Personal Relationship Banker (Member Experience Advisor I)

Client Relationship Consultant 2 (Banker) Ripon, WI (Part-time 19 hours)

Personal Banker

Wealth Management Trainee (WI)

Commercial Loan Coordinator

Universal Banker

Financial Advisor/Wealth Manager

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