Personal Banker - Pay Starting at $25+ DOE

North Shore Bank•Burlington, WI

6d•$25•Onsite

About The Position

North Shore Bank is seeking a Personal Banker to develop client relationships through customer profiles and established sales processes. The role coordinates bank resources to help clients achieve financial goals, recommends appropriate products and services, contributes to bank profitability, and provides excellent service to maximize customer retention. Sales activities account for approximately 80% of the role, and the position also performs branch operations and may serve in an operational supervisory capacity. The position is performed at a bank branch, with occasional travel to other branch locations as needed.

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.
Applicants must have an active NMLS ID in good standing that can be transferred to North Shore Bank's registry, or be willing to register before the start date, if NMLS registration is required. Employment is contingent on successful registration and annual re-registration thereafter.
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.
Occasional travel by personal automobile to different branch locations may be required.

Nice To Haves

Undergraduate degree in a related field.

Responsibilities

Perform sales activities approximately 80% of the time.
Cross-sell accounts and services to maximize customer sales opportunities.
Develop relationships with high-value customers by profiling their needs, recommending solutions, asking for business, and maintaining personal contact.
Provide qualified investment referrals to appropriate branch personnel.
Sell credit life and disability insurance, if 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.
Assist the Territory Manager and Branch Manager with outside sales activities as needed.
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 or conditions.
Apply financial concepts, including customer life stages and time value of money, to make appropriate recommendations; refer customers to tax advisors when appropriate.
Open and close the branch.
Open new accounts and maintain deposit accounts, explain products and account terms, complete required forms, and provide disclosures.
Provide information about consumer loan products, quote rates, take applications, and close loans accurately.
Open and maintain IRAs and advise customers about IRAs and related matters.
Use technology to complete client 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 for accuracy and efficiency, including compliance with CIP guidelines.
Provide feedback on client concerns, product features, and pricing.