Personal Banker - Pay Starting at $25+ DOE

North Shore Bank•Milwaukee, WI

6d•$25•Onsite

About The Position

North Shore Bank is seeking a Personal Banker to proactively develop client relationships through effective use of profiles and established bank sales processes. The role is responsible for coordinating bank resources to assist clients in achieving financial goals while providing products and services that generate profit for the bank. The Personal Banker will provide excellent service while managing relationships over time to maximize client retention. As a mutual company, North Shore Bank focuses on providing high-touch service to customers and employees, and supporting local communities, prioritizing long-term growth over short-term profits.

Requirements

High school diploma or equivalent
At least two years in banking or two years in a related sales position
Proven effective sales ability
Exceptional customer service skills required
Thorough knowledge of financial concepts
Knowledge of desktop automation tools
Must have an active NMLS ID that is in good standing and can be transferred to North Shore Bank's registry, or be willing to register prior to start date.

Nice To Haves

Undergraduate degree in a related field preferred

Responsibilities

Performs various sales activities approximately 80% of the time.
Maximizes customer sales opportunities by cross-selling accounts and services.
Expands portfolio relationships with high-value customers by consistent profiling, utilizing sales processes, identifying potential for added value relationships, performing personal touches, evaluating financial needs, recommending solutions, and asking for business.
Provides qualified investment referrals to appropriate branch personnel.
Sells credit life and disability insurance, if licensed.
Understands and effectively sells against the competitive market.
Uses internal prospect lists to make outbound calls.
Obtains referrals from existing and high-value clients.
Provides quality, personalized service to ensure customer satisfaction and retention.
Actively participates in sales, product knowledge, and service meetings.
May assist Territory Manager and Branch Manager in outside sales activities.
Acts as backup to other sales personnel to ensure effective customer service and office coverage.
Represents the Bank at community events.
Identifies mortgage loan needs and refers opportunities to mortgage lenders.
Stays current on business and economic events or conditions.
Demonstrates understanding of financial concepts including customer life stages, time value of money and makes appropriate recommendations.
Understands potential tax implications of financial decisions and refers customers to tax advisors when appropriate.
Opens and closes the branch.
Opens new accounts and performs deposit account maintenance; responds to customers promptly and courteously; knowledgeable of all bank products and characteristics including business products.
Assures that required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receives proper disclosures.
Provides information on consumer loan products; quotes rates to callers and accurately takes consumer loan applications, closes loans accurately.
Accurately opens and performs maintenance on IRAs and advises customers about IRA and related issues.
Effectively utilizes technology to accurately complete required client files, documentation, and paperwork.
Provides timely follow-up to clients by telephone, written correspondence, or personal contact.
Acts in an operational supervisory role to ensure effective customer service and office coverage.
Displays good business judgment when waiving fees or negotiating rates.
Monitors own work for quality and quantity to ensure accuracy and efficiencies, including following CIP guidelines.
Provides feedback on client concerns: product features, pricing, etc.