Traveling Teller

North Shore Bank•Green Bay, WI

45d

About The Position

North Shore Bank is hiring a Traveling Teller to support its Green Bay and Appleton metro areas. Traveling Tellers work at multiple branch locations, typically within a district, and may travel to nearby districts as needed. The role promotes and sells bank products and services while representing the Bank to customers through efficient, accurate, and friendly service. It builds customer relationships and contributes to branch operations.

Requirements

High school diploma or equivalent.
At least six months of related experience, including a combination of cash handling, direct customer service, and retail or other sales.
Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.

Responsibilities

Provide quality service to internal and external customers that supports customer retention, expanded banking relationships, and referrals.
Engage customers in meaningful conversations, identify cross-selling opportunities, and make appropriate referrals to branch personnel and business partners.
Use the customer relationship management tool to record referrals and update customer contacts.
Answer questions from prospects and customers, direct complex inquiries to appropriate employees, and follow up to ensure concerns are resolved.
Make telephone sales calls as time permits.
Stay current on products, services, promotions, security alerts, policies, and procedures.
Participate in sales, product knowledge, and service meetings.
Follow up with clients by telephone, written correspondence, or personal contact.
Handle teller transactions promptly and accurately, monitor work quality and quantity, and provide professional and courteous service.
Maintain and protect a cash drawer, balance transactions daily, reconcile errors or discrepancies, and report variances to a supervisor.
Assist with daily branch operations in collaboration with the Lead Teller or perform those duties in the Lead Teller's absence.
Perform branch opening and closing duties and other assigned operations duties.