Senior Banking Advisor Float

Overview

We are seeking a flexible and positive professional to join our our team as a Senior Banking Advisor Float covering the Monona, Verona, New Glarus, Belleville, and Brooklyn offices! offices!  A Senior Banking Advisor Float is responsible for delivering a premier client experience that is second to none by assisting our clients with all their retail banking needs, within the designated offices! The Senior Banking Advisor Float will provide new and existing clients with solutions and resources to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The primary responsibility for this position will be to develop and nurture client relationships.

Responsibilities

• Advisors are expected to gain full banking relationships with clients. Therefore, being familiar with ALL that Lake Ridge Bank has to offer is paramount to success in addition to maintaining expertise of all deposit and consumer loan products and services.
• Resolve client needs/problems/issues and provide high quality personalized service.
• Actively sell deposit and consumer loan products and services by utilizing effective sales skills including listening, being persuasive and building confidence and trust with clients and potential clients.
• Open deposit accounts for clients including but not limited to checking, savings, CDs as well as properly completing all account paperwork.
• Process transactions such as cashing checks, account withdrawals, deposits, loan payments, etc. while balancing and maintaining a cash drawer.
• Follow through with onboarding new clients/new accounts.
• Promote and maintain positive relations with all internal and external contacts, existing clients, and potential clients.
• Refer clients to other departments in the bank including but not limited to Executive Banking, Wealth Management, Mortgage Lending or Commercial Lending.
• Meet established benchmarks for individual, office, and department.
• Actively participate in sales, office, and staff meetings.
• Always maintain confidentiality of client information.
• Participates in community involvement and bank activities.
• Performs all other duties as assigned.

Complete Deposit Account and Loan Procedures Accurately and Efficiently

• Open deposit accounts for clients including but not limited to checking, savings, CDs, etc. following all bank procedures.
• Properly complete account opening/closing/updating paperwork adhering to all bank procedures.
• Utilize all bank technology for account opening/closing/updating as needed.
• Properly originate, analyze, and close consumer loans, including, but not limited to equity, auto, personal loans, etc. while following all bank procedures and compliance guidelines.
• Utilize all bank technology for loan opening/closing/updating as needed.
• Accurately prepare reports on a timely basis for both deposit accounts and loans.
• Monitor exception reports and take action to remove exceptions, as necessary.
• Serve as a back up to the CSA area, which includes processing all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc. while balancing and maintaining a cash drawer.

Qualifications

• Associate degree in a related field and/or 3-5 years equivalent work experience in a client services/sale environment.
• Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.
• Must be able to comply with SAFE Act requirements.
• Demonstrated problem solving skills with the ability to make good decisions.
• Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment.
• Flexibility with the ability to adapt to an ever-changing work environment.
• Willingness and ability to participate in community functions where the office is involved.
• Ability to represent the organization in a professional, positive manner.
• Proven sales ability.
• Ability to put forth the extra effort necessary to make the office a successful operation: (i.e., working additional hours that requires evenings and weekends).
• Willingness and ability to participate in community functions where the offices are involved.

This position is a full time position scheduled within the hours of 8am – 5:30pm Monday-Friday with the flexibility. Additionally, this position will work one to two Saturdays a month from 8:45am – 12:00pm.

Lake RIdge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

Consistent with Lake Ridge Bank’s commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.