PRIVATE BANKER
Full-Time
Plover Office
JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented person for a Private Banker position in our Plover Office.
WHY WE’RE DIFFERENT
Did You Know? At over $5 billion in client assets under management and $650 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.
In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!
A DAY IN THE LIFE OF A PRIVATE BANKER
As a Private Banker your primary responsibility is to ensure a positive total customer experience by setting up accounts, performing teller transactions and supporting the trust operations team. You will be involved in continuous on-the-job training to enhance skills and encourage internal advancement.
The duties and responsibilities of this position include, but are not limited to, the following:
- Answering phones and assisting customers
- Providing information to customers
- Opening and servicing accounts
- Performing teller transactions
- Office assistant functions
- Providing support to trust operations
- Other duties may be assigned.
EDUCATION AND EXPERIENCE
High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.
OTHER SKILLS AND ABILITIES
Keys to success include having a professional demeanor, a positive attitude, and being reliable. In addition, excellent communication skills, attention to detail, impeccable organization skills and proficient computer skills are all necessary.
The candidate must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. You must understand the team concept and function as a member of a team as this team works towards a common goal.
It is essential to observe the strictest secrecy and confidentiality regarding accounts and activities of any kind dealing with the bank and maintain a high level of enthusiasm and customer awareness while conveying our confidence in the bank and the services that are offered.
WHY JOIN OUR TEAM
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. This is full-time position with a great work-life balance. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.
Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.
WoodTrust is an Equal Opportunity Employer.
