Personal Banker - Pay Starting at $25+ DOE

North Shore Bank•Milwaukee, WI

57d•Onsite

About The Position

North Shore Bank’s Personal Banker proactively develops client relationships through profiles and established bank sales processes. The role coordinates bank resources to help clients achieve financial goals while providing products and services that generate profit for the bank. It provides excellent service and manages customer relationships over time to maximize retention. Sales activities make up approximately 80% of the position. The position is based in a bank branch and may require occasional travel to other branch locations.

Requirements

High school diploma or equivalent.
At least two years of banking experience or two years in a related sales position.
Proven effective sales ability.
Exceptional customer service skills.
Thorough knowledge of financial concepts.
Knowledge of desktop automation tools.
Must have or be willing to obtain NMLS registration before the start date, with annual re-registration thereafter, if required for the position.
Ability to stand, walk, sit, and talk or hear regularly; occasionally lift and/or move up to 50 pounds; and meet the stated vision requirements.
Occasional travel by personal automobile to different branch locations may be required.

Nice To Haves

Undergraduate degree in a related field preferred.

Responsibilities

Perform sales activities, including cross-selling appropriate accounts and services.
Expand relationships with high-value customers through profiling, personal outreach, evaluating financial needs, recommending solutions, and asking for business.
Provide qualified investment referrals to appropriate branch personnel.
Sell credit life and disability insurance when licensed.
Understand the competitive market and sell effectively against it.
Make outbound calls using internal prospect lists and obtain referrals from existing and high-value clients.
Provide personalized service to support customer satisfaction and retention.
Participate in sales, product knowledge, and service meetings.
May assist the Territory Manager and Branch Manager with outside sales activities.
Back up other sales personnel to support customer service and office coverage.
Represent the Bank at community events.
Identify mortgage loan needs and refer opportunities to a mortgage lender.
Stay current on business and economic events and conditions; apply financial concepts to make appropriate recommendations and refer customers to a tax advisor when appropriate.
Open and close the branch.
Open new accounts and maintain deposit accounts; explain products, terms, conditions, and disclosures, and ensure forms are completed accurately.
Provide information on consumer loan products, quote rates, take applications, and close loans accurately.
Open and maintain IRAs and advise customers about IRA-related issues.
Use technology to complete customer files, documentation, and paperwork accurately.
Follow up with clients by telephone, written correspondence, or personal contact.
Act in an operational supervisory role to support customer service and office coverage.
Use sound business judgment when waiving fees or negotiating rates.
Monitor work quality and quantity, follow CIP guidelines, and support accuracy and efficiency.
Provide feedback on customer concerns, product features, and pricing.
Perform other duties specified by the manager and contribute to efficient Bank operations.