Senior Personal Banker - Pay Starting at $25-$27 per hour DOE

North Shore Bank•Mequon, WI

9d•$25 - $27•Onsite

About The Position

The Senior Personal Banker proactively develops client relationships through established bank sales processes, coordinates bank resources to help clients achieve financial goals, and provides products and services that produce a profit for the bank. The role delivers excellent service while managing relationships over time to maximize client retention, and assists customers with advanced needs such as trust titling, beneficiary considerations, and small business relationships. The position performs sales activities approximately 80% of the time and also handles branch operations. The Senior Personal Banker may perform other duties specified by a manager and is expected to contribute to the efficient and effective operation of the Bank. The job is performed within a branch on employer premises, with occasional travel to other branch locations as necessary.

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.
May need to 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; 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 the stated vision requirements, with reasonable accommodations available as described.

Nice To Haves

An Associate’s degree or higher in a related field from an accredited college or university.

Responsibilities

Maximize customer sales opportunities by cross-selling accounts and services as appropriate.
Expand portfolio relationships with high-value customers by profiling customers, evaluating their financial needs, recommending solutions, and asking for business.
Sell credit life and disability insurance as allowed by state law.
Understand and sell effectively against the competitive market.
Use internal prospect lists to make outbound calls and obtain referrals from existing and high-value clients.
Provide quality, personalized service to ensure customer satisfaction and retention.
Participate in sales, product knowledge, and service meetings.
Complete coursework related to private banker responsibilities or demonstrate proficiency in those responsibilities.
Back up other sales personnel to support customer service and office coverage.
Represent the Bank at community events.
Provide qualified investment referrals to appropriate branch personnel and refer mortgage loan opportunities to mortgage lenders.
Stay current on business and economic events or conditions; apply financial concepts, including customer life stages and time value of money, when making recommendations; recognize potential tax implications and refer customers to tax advisors when appropriate.
Open and close the branch.
Open new accounts and perform deposit account maintenance, ensuring accurate forms, customer understanding of terms and conditions, and delivery of required disclosures.
Provide information on consumer loan products, quote rates, take consumer loan applications, and close loans accurately.
Open and maintain IRAs and advise customers about IRA-related issues.
Handle routine and non-routine customer transactions as needed to support customer relationships.
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 good business judgment when waiving fees or negotiating rates.
Monitor own work for quality, quantity, accuracy, and efficiency, including compliance with CIP guidelines.
Provide feedback about client concerns regarding product features, pricing, and related matters.