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FVSBank logoFVSBank

Relationship Banker

Fond du Lac, Wisconsin, United States · On-site

Mid level

Description We are seeking a dedicated and personable Relationship Banker to join our team, serving as a trusted financial advisor for our valued customers. In this role, you will deliver an exceptional banking experienc…

Skills: Customer Service, Financial Advising, Cash Handling, Relationship Management, Banking Operations

FVSBank logo

Relationship Banker

FVSBank

Fond du Lac, Wisconsin, United States • On-site

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Mid level

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  • Full-time
  • high school
  • Posted 13d ago
  • ~40 hrs/week

Responsibilities

Serve as a trusted financial advisor by providing personalized banking solutions and fostering long-term customer relationships. Manage daily branch operations including teller functions, account maintenance, and regulatory compliance.

Requirements

Requires a high school diploma and previous experience in banking or financial services, specifically with cash handling and teller duties. Candidates must possess strong professional presence, math skills, and the ability to work a flexible schedule.

Full job description

Description

We are seeking a dedicated and personable Relationship Banker to join our team, serving as a trusted financial advisor for our valued customers. In this role, you will deliver an exceptional banking experience by providing personalized service, understanding customer needs, and offering tailored financial solutions. Your expertise will help foster long-term relationships and support our customers' financial wellness.

Customer Experience & Service

  • Create a welcoming, personalized experience for every customer—warm greeting, eye contact, and use of their name.
  • Provide fast, friendly, and accurate service across all teller and platform responsibilities.
  • Actively listen and uncover customer needs to ensure the right products, services, and solutions are recommended.
  • Support customers through a full range of transactions, account questions, and service requests.
  • Educate customers on the bank’s digital tools, services, and features that simplify their financial life.

Relationship Building & Sales Support

  • Engage customers in meaningful conversations to understand financial goals and identify opportunities.
  • Recommend appropriate products and services that support customer needs and help grow the relationship.
  • Maintain documentation of conversations, needs identified, and solutions offered.
  • Refer customers to specialists (loans, financial services, business banking) when appropriate.

Operational Excellence

  • Perform teller functions following all bank policies, procedures, and compliance requirements.
  • Complete account openings, maintenance, and closings with accuracy and efficiency.
  • Maintain up-to-date product knowledge and stay informed on new offerings and enhancements.
  • Balance cash drawers daily and resolve discrepancies promptly.
  • Follow security procedures and support branch opening/closing routines.

Compliance & Risk Management

  • Uphold confidentiality standards and always safeguard customer information.
  • Complete all required compliance and regulatory training on schedule.
  • Ensure all customer identification and account-opening protocols (including CIP) are followed without exception.

Team & Culture

  • Demonstrate the bank’s core values in all interactions with customers, colleagues, and community members.
  • Contribute to a positive, team-oriented branch environment.
  • Support other branch locations as needed.

The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.

Requirements

  • High school diploma or equivalent.
  • Strong customer service skills with a positive, professional presence.
  • Previous banking or financial services experience required.
  • Cash-handling and teller experience strongly required.
  • Solid math, computer, and data-entry accuracy.
  • Ability to prioritize, multitask, and adapt to varying customer needs.
  • Ability to stand for extended periods and handle detailed work.
  • Willingness to work a flexible schedule and travel to other branches when necessary.

FVSBank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.

Related keywords

Relationship BankingFinancial WellnessCIPTeller FunctionsRegulatory ComplianceAccount OpeningFinancial ServicesCash Drawer BalancingCustomer Identification ProgramBranch Banking

About FVSBank

LinkedInVisit site

Banking. Made Personal. A local, community bank offering banking solutions for your business and personal needs.

Industry
Financial Services
Company size
51-200 employees
Founded
1934
Headquarters
Fond du Lac, WI
LinkedIn followers
544

Fox Valley Savings Bank is a local financial partner to Northeastern Wisconsin, serving Fond du Lac, Oshkosh, Waupun and surrounding communities. FVSBank began business in Fond du Lac, Wisconsin in 1934 and subsequently expanded to serve the Oshkosh and Waupun areas. Our goal was to provide a safe place for people to deposit their money, and a trusted source for loans. Today, our financial strength allows us to provide the same services as the big box banks – locally – to individuals, families and small- to medium-size businesses. What Fox Valley Savings Bank can offer you? We understand that you have a long list of choices for your financial partner. And if you're looking for a financial partner that you’d enjoy spending time with on a personal level, we doubt you’ll find a better fit. One of the things that makes banking personal is that our business is made up of people and local businesses just like you!

Offices: 51 E 1st St;, Fond du Lac, WI 54935, US · 1700 W 20th Ave, Oshkosh, WI 54901, US · 101 S. Madison, Waupun, WI 53963, US

Personal Financial ServicesLocal Business BankingCompetitive Mortgage Ratesand Low Closing CostsBankingFinancial Services
View all jobs at FVSBank

About FVSBank

LinkedInVisit site

Banking. Made Personal. A local, community bank offering banking solutions for your business and personal needs.

Industry
Financial Services
Company size
51-200 employees
Founded
1934
Headquarters
Fond du Lac, WI
LinkedIn followers
544

Fox Valley Savings Bank is a local financial partner to Northeastern Wisconsin, serving Fond du Lac, Oshkosh, Waupun and surrounding communities. FVSBank began business in Fond du Lac, Wisconsin in 1934 and subsequently expanded to serve the Oshkosh and Waupun areas. Our goal was to provide a safe place for people to deposit their money, and a trusted source for loans. Today, our financial strength allows us to provide the same services as the big box banks – locally – to individuals, families and small- to medium-size businesses. What Fox Valley Savings Bank can offer you? We understand that you have a long list of choices for your financial partner. And if you're looking for a financial partner that you’d enjoy spending time with on a personal level, we doubt you’ll find a better fit. One of the things that makes banking personal is that our business is made up of people and local businesses just like you!

Offices: 51 E 1st St;, Fond du Lac, WI 54935, US · 1700 W 20th Ave, Oshkosh, WI 54901, US · 101 S. Madison, Waupun, WI 53963, US

Personal Financial ServicesLocal Business BankingCompetitive Mortgage Ratesand Low Closing CostsBankingFinancial Services
View all jobs at FVSBank

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