Associate Banker - Pay Starting at $19/HR+ DOE

North Shore BankMilwaukee, WI
$19Hybrid

About The Position

North Shore Bank is dedicated to helping families thrive, businesses grow, and communities flourish. We are committed to championing our customers and empowering them to bank their best life, while supporting the community we share. Our employees are key to our success. With offices across eastern Wisconsin and northern Illinois, we foster a work culture recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel. As a mutual company, North Shore Bank prioritizes customer and employee well-being and community support over short-term profits. We seek individuals who prioritize customers, think creatively, and value 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.
  • Ability to 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 dedicated to sales and sales support.
  • Perform office and administrative duties to support operational needs.
  • Open new accounts and perform deposit account maintenance, ensuring accurate forms and customer understanding of terms and disclosures.
  • Achieve Teller referrals and production goals at the branch level.
  • Provide basic information on consumer loan products and refer potential customers.
  • Identify additional customer opportunities and provide qualified referrals to branch 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 to achieve production goals.
  • Adhere to North Shore Bank sales processes.
  • Perform Teller and New Accounts duties as required by branch and customer demands.
  • Complete required customer files, documentation, and paperwork, and provide support to the personal banking area.
  • Research and follow up on incomplete or 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.
  • Process transactions efficiently and accurately, monitoring work for quality and quantity.
  • Potentially open/close the branch as required.
  • Follow standard operating procedures and security procedures.
  • Answer customer inquiries and direct them to appropriate employees for complex issues.
  • Handle complex and non-routine inquiries from Tellers and customers regarding bank policy and procedures, resolving customer problems or referring difficult situations to management.
  • Exercise good business judgment in waiving fees or negotiating deposit rates within guidelines.
  • Consistently perform North Shore Bank customer service standards with both external and internal customers.
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