Traveling Associate Banker

North Shore Bank•Town of Egg Harbor, WI

46d•Hybrid

About The Position

North Shore Bank is dedicated to helping families thrive, businesses grow, and communities flourish. We champion our customers, empowering them to bank their best life, and support the community we share. Our employees make the difference. With offices throughout eastern Wisconsin and northern Illinois, we offer a work culture recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel. As a mutual company, North Shore Bank's sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. We prioritize long-term growth over short-term profits, value putting customers first, creative problem-solving, respect, integrity, and being true to your word. This position is intended to support the Green Bay and Appleton areas.

Requirements

High school education or equivalent.
One year 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.
Ability to operate a motor vehicle or use other reliable means of transportation to travel between assigned locations.

Nice To Haves

May be required to register and maintain loan originator license through the Nationwide Mortgage Licensing System and Registry.
Submit fingerprints, update registry and complete annual training required of licensed individuals.

Responsibilities

Actively promote and sell North Shore Bank products and services.
Build account relationships and perform Teller duties.
Perform sales support activities for the sales area of the branch, with a minimum of 50% of activities devoted to sales and sales support on average.
Perform office and administrative duties as assigned 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.
Use the customer relationship management tool to record referrals and update customer contacts.
Provide basic information on consumer loan products and refer potential customers to appropriate individuals.
Recognize additional customer opportunities and provide qualified referrals to branch business partners.
Make outbound calls using internal prospect lists as time permits.
Provide quality, personalized service to ensure customer satisfaction and retention.
Provide timely follow-up to clients via telephone, written correspondence, or personal contact.
Follow North Shore Bank sales processes.
Perform duties as a Teller and in the New Accounts area as required for 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/missing documentation.
Assist customers in statement balancing and research.
Prepare documents for re-titling of accounts.
Provide any other sales support as required.
Actively participate in sales, product knowledge, and service meetings.
Run transactions efficiently and accurately, monitoring own work for quality and quantity.
May open/close branch as required.
Follow standard operating procedures and security procedures.
Answer questions from prospects or customers and direct them to proper employees for more complex issues.
Handle complex and non-routine inquiries from Tellers and customers concerning bank policy and operating procedures.
Research and solve customer problems, referring more difficult situations to the manager.
Display good business judgment when waiving fees or negotiating deposit rates within established bank guidelines.
Consistently perform North Shore Bank customer service standards with both external and internal customers.