Associate Banker - Pay Starting at $19+ DOE

North Shore Bank•Appleton, WI

10d•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's sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. We prioritize long-term growth, customer focus, creative problem-solving, and values such as respect, integrity, and trustworthiness.

Requirements

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.
May be required to register and maintain loan originator license through the Nationwide Mortgage Licensing System and Registry.
Must submit fingerprints, update registry, and complete annual training if licensed.

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 an average of at least 50% of activities devoted to sales and sales support.
Open new accounts and perform deposit account maintenance, ensuring accuracy and customer understanding of terms, conditions, 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.
Make outbound calls using internal prospect lists 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, and provide support to the personal banking area.
Research and follow up on incomplete/missing documentation.
Assist customers with statement balancing and research.
Prepare documents for account re-titling.
Provide other sales support as required.
Actively participate in sales, product knowledge, and service meetings.
Run transactions efficiently and accurately, monitoring work for quality and quantity.
May open/close branch as required.
Follow standard operating procedures and security procedures.
Answer customer questions and direct them to appropriate employees for complex issues.
Handle complex and non-routine inquiries from Tellers and customers regarding bank policy and procedures.
Research and solve customer problems, referring 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.