Traveling Teller

North Shore Bank•Town of Egg Harbor, WI

2h•Hybrid

About The Position

North Shore Bank is dedicated to championing its customers, empowering them to bank their best life, and supporting the community. As a mutual company, North Shore Bank prioritizes customer and employee well-being and community support over short-term profits. This role is ideal for someone who puts customers first, thinks creatively, and values integrity. The Traveling Teller is responsible for actively promoting and selling North Shore Bank products and services. They act as the Bank's personal representative, providing efficient, accurate, and friendly service to build strong customer relationships. Traveling Tellers are assigned to various branch locations, typically within a district, and may travel to other nearby districts to provide support. This specific role supports the Green Bay and Appleton metro areas.

Requirements

High school diploma or equivalent
At least six months of related experience (cash handling, direct customer service, and retail or other sales)

Responsibilities

Consistently performs North Shore Bank Quality of Services standards with both external and internal customers that meets expectations and promotes customer willingness to keep, expand and refer banking relationships with North Shore Bank.
Engages customers in meaningful conversations and asks questions to identify cross-selling opportunities; makes appropriate blend of qualified referrals to branch personnel and branch business partners on a consistent basis to meet goals. Uses customer relationship management tool to record referrals and update customer contacts.
Receives and answers questions from prospects or customers and maintains good customer relations; directs customers to proper employees for answers to more complex problems and inquiries. Follows up to ensure problems and concerns are resolved satisfactorily.
Makes telephone sales calls as time permits.
Keeps current with products, services, and promotions.
Actively participates in sales, product knowledge, and service meetings.
Provides timely follow-up to clients by telephone, written correspondence or personal contact.
Serves the customer in a professional, courteous, and efficient manner through prompt and accurate handling of all teller transactions. Monitors own work for quality and quantity.
Accurately maintains and protects a cash drawer, balances transactions daily, reconciles errors/discrepancies and reports variances to a supervisor.
Keeps current with Security Alerts, policies and procedures.
Assists with daily operations fixed activities in collaboration with Lead Teller or performs duties in the absence of a Lead Teller. May perform open/close branch duties and any other operations duties as assigned.