PRIVATE BANKER
Full-Time
Wausau
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 looking for someone who has strong communication skills, is very detail oriented and who enjoys working with people to join our professional staff as a Private Banker at our Dudley Tower location in Wausau.
WHY WE’RE DIFFERENT
Did You Know? 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.
Founded in 1891, WoodTrust is a $600 million local, family-owned bank with offices in Wisconsin Rapids, Plover and Wausau, WI. In addition to traditional banking services, the company is also a relationship-based trust company and investment management firm, managing over $4.7 billion assets for clients through its WoodTrust Asset Management division.
Backed by the strength of a long-standing banking tradition, WoodTrust has the vision and the values to succeed. We take great pride in the fact that we live, work and play in the communities we serve. At WoodTrust, you’ll experience a welcoming culture that inspires, challenges and empowers associates to provide the best service possible. At WoodTrust, the customer is #1. We exist because of the customer and our attitudes and actions reflect that with each and every interaction.
POSITION SUMMARY
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 and loan officers and operations team. You will be involved in continuous on-the-job training to enhance your skills and encourage internal advancement.
A successful Private Banker:
- has a professional demeanor
- has a positive attitude
- is extremely reliable
- has excellent oral and written communication skills
- has impeccable attention to detail and organization skills.
The essential duties and responsibilities of this position include, but are not limited to, the following:
- Providing information to customers
- Opening and servicing accounts
- Performing teller transactions
- Preparing and reviewing trust reports
- Processing trust account transactions
- Providing support to trust and loan officers
- Answering phones and assisting customers
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 on the subject of accounts and activities of any kind of 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.
EDUCATION AND EXPERIENCE
High school diploma or general education degree (GED); or three to six months related experience and/or training; or equivalent combination of education and experience. Prior banking and/or bank services experience is desired.
WHY JOIN OUR TEAM?
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. We provide a candid environment where individuals can grow, develop, be productive and enjoy their work. If you 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!
This is full-time position with a great work-life balance working Monday through Friday from 8:00 AM – 4:30 PM. 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.
