Associate Banker - Pay Starting at $19+ DOE

North Shore Bank•Brookfield, WI

13d•$19•Onsite

About The Position

The Associate Banker promotes and sells North Shore Bank products and services, builds account relationships, performs Teller duties, and supports branch sales activities. At least 50% of activities on average are devoted to sales and sales support. The role also includes office and administrative duties needed to support operations. Some Associate Bankers are designated Area Associate Bankers and support multiple branch locations. The position involves opening and maintaining accounts, providing personalized customer service, identifying customer needs and referral opportunities, supporting personal banking activities, processing transactions, and following bank operating and security procedures. Other duties may be assigned by the manager.

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.
Ability to stand, walk, sit, and talk or hear regularly; occasionally lift or move up to 50 pounds; and use close and distance vision and adjust focus.
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 are accurate, account terms are understood, and required disclosures are provided.
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 customers to the appropriate employee.
Identify customer opportunities and provide qualified referrals to branch business partners.
Use internal prospect lists to make outbound calls and participate in call initiatives.
Provide personalized service and timely follow-up to support customer satisfaction and retention.
Coordinate with the Branch Manager and Personal Banker to achieve production goals and follow the bank's sales processes.
Perform Teller and new-account duties as required by branch and customer demands.
Complete customer files, documentation, and paperwork, and provide documentation support to 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 accurately and efficiently and monitor work quality and quantity.
Open or close the branch as required and follow operating and security procedures.
Answer customer and prospect questions and direct complex inquiries to appropriate employees.
Handle complex and non-routine Teller or customer inquiries about bank policies and operating procedures; research and resolve problems, referring more difficult situations to the manager.
Use sound business judgment when waiving fees or negotiating deposit rates within bank guidelines.
Consistently meet North Shore Bank customer service standards for external and internal customers.