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North Shore Bank - Shorewood, WI

posted 3 months ago

Full-time - Entry Level
Shorewood, WI
Credit Intermediation and Related Activities

About the position

The Personal Banker at North Shore Bank is responsible for developing client relationships and providing high-quality service to maximize customer satisfaction and retention. This role involves coordinating bank resources to assist clients in achieving their financial goals while promoting bank products and services. The Personal Banker will engage in proactive sales activities, ensuring that customer needs are met effectively and efficiently.

Responsibilities

  • Maximize customer sales opportunities by cross selling accounts and services as appropriate.
  • Expand portfolio relationships with high value customers by consistent profiling of appropriate customers.
  • Utilize sales processes and behaviors to identify customers who have the potential for added value relationships.
  • Perform personal touches and evaluate customers' financial needs to recommend solutions and ask for business.
  • Provide quality, personalized service to ensure customer satisfaction and retention.
  • Provide information on consumer loan products, quote rates to callers, and accurately take consumer loan applications.

Requirements

  • High school diploma or equivalent.
  • At least two years of experience in banking or a related sales position.
  • Proven effective sales ability and exceptional customer service skills.
  • Thorough knowledge of financial concepts.
  • Knowledge of desktop automation tools.
  • Availability to work Saturday mornings.

Nice-to-haves

  • Undergraduate degree in a related field preferred.
  • Bilingual/Spanish language skills.

Benefits

  • Competitive pay starting at $22/hr-$24/hr depending on experience, with more for bilingual candidates.
  • Recognition as a Top Workplace by the Milwaukee Journal Sentinel.
  • Opportunities for professional growth and development.
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