40 Teller** - Milwaukee Capitol Milwaukee, WI

North Shore Bank; Milwaukee (WI); Hybride; USD 19 000 - 28 000; Plein temps

Résumé du poste

North Shore Bank in Milwaukee, WI is seeking staff to actively promote and sell bank products and services while delivering high-touch service to customers. The role focuses on building relationships and identifying cross-selling opportunities across branch locations.

Primary duties include handling teller transactions, maintaining accuracy, and supporting daily operations with friendly, knowledgeable assistance to customers and prospects alike.

Qualifications

• Experience in customer service and retail or sales is preferred.
• Ability to identify cross-selling opportunities and refer to branch personnel.
• Strong cash handling and accuracy in transactions.

Responsabilités

• Promotes and sells North Shore Bank products and services.
• Represents the bank to customers with efficient, accurate, and friendly service; builds relationships.
• Uses CRM to record referrals and maintain customer contacts.
• Responds to questions from prospects or customers and directs complex inquiries to the right staff.
• Makes outbound calls for service and sales opportunities.
• Performs deposit account maintenance and explains terms to customers.

Connaissances

Customer service

Sales experience

Cash handling

Communication skills

Formation

High school diploma or equivalent

Description du poste

No banking experience necessary to join this rewarding career!

North Shore Bank is about helping families thrive, businesses grow and communities flourish. We are dedicated to championing our customers, empowering them to bank their best life, and supporting the community we all share. And it's our employees that make the difference. With offices located throughout eastern Wisconsin and northern Illinois, we offer a work culture that has been recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel.

As a mutual company, North Shore Bank isn't publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place.

SUMMARY

Responsible for actively promoting and selling North Shore Bank products and services. Acts as the Bank's personal representative with its customers, providing efficient, accurate and friendly service; builds strong relationships between the customer and the Bank. Some Tellers are assigned as Area Tellers; staff in these roles are assigned a number of branch locations to support.

ESSENTIAL DUTIES AND RESPONSIBILITIES

North Shore Bank's Position Descriptions are intended to describe only the major responsibilities of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of North Shore Bank.

SERVICE/SALES

• 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 as communicated by Branch Administration.
• 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 outbound telephone calls as directed by branch management for service and sales opportunities.
• May perform deposit account maintenance; responds to the customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures.
• Keeps current with products, services, and promotions.
• Actively participates in sales, product knowledge, and service meetings. This includes monthly sales planning sessions and completing a monthly plan to achieve the individual goals which have been set by management.
• Provides timely follow-up to clients by telephone, written correspondence, or personal contact.

OPERATIONS

• 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.
• Accurately follows bank procedures for scanning and submitting teller work.
• Keeps current with Security Alerts as well as all updates to 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 operational duties as assigned.
• May be required to complete customer files, documentation, and paperwork. Provides documentation/paperwork support to all branch areas.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma or equivalent and at least six months of related experience is required. Related experience includes a combination of cash handling, direct customer service, and retail or other sales. Must have availability to work on Saturdays. Position starts at $17/hr. DOE.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to walk and sit. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT

The noise level in the work environment is usually moderate.