HR+ DOE

North Shore Bank•Greendale, WI

1d•$19•Onsite

About The Position

North Shore Bank is dedicated to helping families thrive, businesses grow, and communities flourish. We champion our customers, empowering them to bank their best life, and support the community we share. Our employees make the difference. With offices throughout eastern Wisconsin and northern Illinois, we offer a work culture recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel. As a mutual company, North Shore Bank is not publicly owned, meaning our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. We prioritize long-term growth over short-term profits, value putting customers first, creative problem-solving, respect, integrity, and honesty.

Requirements

Ability to converse and read in English and Spanish.
High school education or equivalent.
One year of related sales and service experience.
Interest in sales.
Exceptional customer service skills.
Good working knowledge of personal deposit products and services.
Basic knowledge of consumer loan products.
Basic financial acumen.
Proficiency with various computer systems and similar technology.

Nice To Haves

May be required to register and maintain loan originator license through the Nationwide Mortgage Licensing System and Registry.
Submit fingerprints, update registry and complete annual training required of licensed individuals.
Ability to drive to any North Shore Bank branch location (for Area Associate Bankers).

Responsibilities

Actively promote and sell North Shore Bank products and services.
Build account relationships and perform Teller duties.
Perform sales support activities for the branch's sales area, with a minimum of 50% of activities devoted to sales and sales support.
Perform office and administrative duties to support operational needs.
Open new accounts and perform deposit account maintenance, ensuring accuracy and customer understanding of terms and disclosures.
Achieve Teller referrals and production goals.
Provide basic information on consumer loan products and refer potential customers.
Recognize additional customer opportunities and provide qualified referrals to business partners.
Utilize internal prospect lists for outbound calls and participate in call initiatives.
Provide quality, personalized service to ensure customer satisfaction and retention.
Follow up with clients via telephone, written correspondence, or personal contact.
Collaborate with Branch Manager and Personal Banker for production goal achievement.
Adhere to North Shore Bank sales processes.
Perform Teller and New Accounts duties as required.
Complete required customer files, documentation, and paperwork.
Research and follow up on incomplete/missing documentation.
Assist customers with statement balancing and research.
Prepare documents for account re-titling.
Participate in sales, product knowledge, and service meetings.
Process transactions efficiently and accurately, monitoring work for quality and quantity.
Potentially open/close the branch.
Follow standard operating procedures and security procedures.
Answer customer inquiries and direct them to appropriate personnel for complex issues.
Handle complex inquiries from Tellers and customers regarding bank policy and procedures.
Research and resolve customer problems, escalating difficult situations to the manager.
Exercise good business judgment when waiving fees or negotiating deposit rates within guidelines.
Consistently perform North Shore Bank customer service standards.