JOB DETAILS

Universal Banker

CompanyBank Five Nine
LocationOconomowoc
Work ModeOn Site
PostedMarch 24, 2026
About The Company
Bank Five Nine is a full-service, independent, community bank that has served southeast Wisconsin since 1859. We enjoy long, quiet walks on the beach, puppies and romantic dinners. Nah, we're too old for all that, but we're still pretty cool, and we do actually love puppies. As a community bank, we make it a priority to give back to the customers and communities we serve through charitable giving and volunteer opportunities. We have 14 full service branches throughout Ozaukee, Washington, Waukesha and Milwaukee counties, and several loan offices in Wisconsin, Illinois, and Minnesota. Member FDIC -- Equal Housing Lender -- SBA Preferred Lender -- Bank Five Nine NMLS #: 410817 --- Milwaukee Journal Sentinel’s Top 100 Workplaces in 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024. Named as a 'Best Bank To Work' For by American Banker! --- Never disclose any financial information on LinkedIn. We are not responsible for the privacy and security policies or practices of LinkedIn. --- CONTACT US AT: (888) 569-9909 | www.bankfivenine.com
About the Role
Interested in helping to solve all the problems of the world? Ish…that seems like A LOT of work. What if you could take that enthusiasm and apply it on a smaller scale? 

As a Universal Banker, your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice to help solve financial challenges.

And since it’s clear you enjoy making a difference in people’s lives and in your community, we think you’d fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 16 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work for by American Banker! If you’re looking for a career that’s pretty much the same as fixing the world…but in Southeast, WI…okay Oconomowoc. Check us out today! 

This position is at our Corporate branch. 

Do you have what it takes?

You’ll need to:

  • Accurately process banking transactions, 
  • Help acquire new banking relationships and open new accounts,
  • Retain and deepen relationships by identifying needs and offering custom financial solutions, 
  • Provide account servicing and maintenance, 
  • Help educate customers on digital bank solutions that can make their lives safer, easier and better, and
  • Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management) 

Must-Haves

  • High school diploma or GED 
  • Basic keyboarding skills and the ability to navigate in a Windows environment

Nice-To-Haves

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


We are an Equal Opportunity Employer.  We are committed to the full inclusion of all qualified individuals. 

Key Skills
Banking Transactions ProcessingCustomer Relationship ManagementFinancial AdviceAccount AcquisitionAccount ServicingDigital Banking EducationReferralsKeyboarding SkillsWindows Navigation
Categories
Finance & AccountingCustomer Service & SupportRetailAdministrative
Job Information
📋Core Responsibilities
The Universal Banker will be responsible for accurately processing banking transactions and acquiring new customer relationships by opening new accounts. They must also retain and deepen existing relationships by identifying needs and offering custom financial solutions, while educating customers on digital banking tools.
📋Job Type
full time
📊Experience Level
0-2
💼Company Size
257
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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