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New

Retail Banking Floater & Trainer

Bank Five Nine
United States, Wisconsin, Oconomowoc
Sep 25, 2025

Essential Functions

  • Facilitates Universal Banker Onboarding training each month
  • Accurately processes banking transactions,
  • Retains and deepens relationships by identifying needs and offering custom financial solutions,
  • Provides account servicing and maintenance,
  • Assists with problem resolution for customers,
  • Educates customers on digital bank solutions that will make their lives safer, easier and better,
  • Refers customers to internal business partners (i.e. cash management, mortgage, and wealth management), and
  • Keeps informed of, and strictly adhere to all bank procedures and industry regulations.

Must Haves

  • High School Diploma or GED
  • Minimum of 3+ years of (related) in-person customer service and cash handling experience.
  • Minimum of 2+ years of retail banking experience
  • Must be comfortable facilitating/presenting to and working with a mixed audiences up to and including management.
  • Excellent written and verbal communication skills.
  • Intermediate MS Office skills

Nice to Have

  • Knowledge of bank products and services
  • Minimum of 1+ year of training experience

Internal Posting expires 2/7/2022

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