Associate Banker - Pay Starting at $19+ DOE

North Shore Bank•Racine, WI

80d•$19

About The Position

North Shore Bank’s Associate Banker actively promotes and sells bank products and services, builds account relationships, and performs Teller duties. The role also supports branch sales activities, with at least 50% of activities devoted to sales and sales support on average, and performs office and administrative duties to support operational needs. Some Associate Bankers serve as Area Associate Bankers and support multiple assigned branch locations. The position involves opening and maintaining accounts, making referrals, supporting customers with account documentation and research, completing banking transactions, and following established sales, operational, and security procedures. It may also involve opening or closing a branch and handling complex customer or Teller inquiries. The work environment typically has a moderate noise level.

Requirements

High school education or equivalent.
One year of related sales and service experience.
Interest in sales and 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 a loan originator license through the Nationwide Mortgage Licensing System and Registry, submit fingerprints, update the registry, and complete annual training required of licensed individuals.
Ability to stand, walk, sit, and talk or hear regularly; occasionally lift and/or move up to 50 pounds; and meet close-vision, distance-vision, and focus-adjustment requirements.
Area Associate Bankers must be able to drive to any North Shore Bank branch location.

Responsibilities

Open new accounts and perform deposit account maintenance, ensuring forms and disclosures are complete and customers understand account terms and conditions.
Meet branch-level referral and production goals through an appropriate blend of Teller referrals and production.
Provide basic information about consumer loan products and refer potential loan customers to appropriate employees.
Identify customer opportunities and provide qualified referrals to branch business partners.
Make outbound calls using internal prospect lists and participate in call initiatives.
Provide personalized service and timely customer follow-up by telephone, written correspondence, or personal contact.
Work with the Branch Manager and Personal Banker to achieve production goals and follow the bank’s sales processes.
Perform Teller and New Accounts duties as required by branch and customer needs.
Complete customer files, documentation, and paperwork, including support for the personal banking area.
Research and follow up on incomplete or missing documentation.
Assist customers with statement balancing and research, and prepare documents for account retitling.
Participate in sales, product knowledge, and service meetings.
Process transactions efficiently and accurately, monitoring work for quality and quantity.
Open or close the branch when required and follow standard operating and security procedures.
Answer customer and prospect questions and direct complex inquiries to appropriate employees.
Handle complex and non-routine Teller and customer inquiries about bank policy and operating procedures; research and resolve problems, referring more difficult situations to the manager.
Use business judgment when waiving fees or negotiating deposit rates within established bank guidelines.
Consistently follow North Shore Bank customer service standards with external and internal customers.
For Area Associate Banker assignments, drive to North Shore Bank branch locations as needed.