Associate Banker - PAY STARTING AT $18/HR+ DOE

North Shore Bank; Greendale (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated individual for a role that emphasizes customer service and sales. This position involves promoting and selling banking products while performing essential Teller duties. You will engage with customers to build lasting relationships, ensuring their banking needs are met with quality service. Join a company that values long-term growth and community support, where your contributions will help families thrive and businesses grow. If you have a passion for sales and exceptional customer service skills, this opportunity is perfect for you.

Qualifications

• High school diploma or equivalent and at least one year of related sales and service experience.
• Interest in sales and excellent customer service skills required.

Responsibilities

• Responsible for promoting and selling products and services while performing Teller duties.
• Opens new accounts and maintains deposit accounts, ensuring customer satisfaction.

Skills

Customer Service

Sales Skills

Communication Skills

Problem Solving

Education

High School Diploma

Sales and Service Experience

Tools

Computer Systems

Job description

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 our focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you seeking a company that values long-term growth over short-term profits? A place where you can prioritize customers and think creatively to solve challenges? Where respect, integrity, and keeping your word are valued and rewarded? This is the place.

SUMMARY :

Responsible for actively promoting and selling North Shore Bank products and services, building account relationships, and performing Teller duties. Performs sales support activities for the sales area of the branch. On average, at least 50% of activities will be devoted to sales and sales support. Performs office and administrative duties as assigned to support operational needs. Some Associate Bankers are assigned as Area Associate Bankers; staff in these roles support multiple branch locations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

North Shore Bank's Position Descriptions describe the major responsibilities of the job. Additional duties may be assigned by your manager. Everyone is expected to contribute efforts necessary to operate efficiently and ensure the success of North Shore Bank.

SALES

• Opens new accounts and maintains deposit accounts; responds promptly and courteously to customers; ensures forms are completed accurately and customers understand account terms; provides proper disclosures.
• Balances Teller referrals and production to meet branch goals.
• Provides basic information on consumer loan products; refers potential customers to appropriate personnel.
• Recognizes additional customer opportunities and refers them to branch business partners.
• Uses prospect lists for outbound calls and participates in call initiatives.
• Provides quality, personalized service to ensure customer satisfaction and retention.
• Follows up timely with clients via phone, written communication, or in person.
• Collaborates with Branch Manager and Personal Banker to achieve production goals.

SALES SUPPORT

• Performs Teller and New Accounts duties as needed for branch demands.
• Completes customer files and documentation; supports personal banking paperwork.
• Researches and follows up on incomplete or missing documentation.
• Assists with statement balancing and research.
• Prepares documents for account re-titling.
• Provides additional sales support as required.
• Participates in sales, product knowledge, and service meetings.

OPERATIONS

• Executes transactions efficiently and accurately, monitoring work quality and quantity.
• May open or close the branch as needed.
• Follows standard operating and security procedures.
• Addresses questions from prospects or customers and directs complex inquiries to appropriate staff.
• Handles complex and non-routine inquiries, researches and resolves customer problems, referring difficult cases to management.
• Displays good judgment when waiving fees or negotiating deposit rates within bank guidelines.
• Consistently meets North Shore Bank customer service standards with external and internal clients.

QUALIFICATIONS :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made for individuals with disabilities.

COMPLIANCE REQUIREMENTS :

May need to register and maintain a loan originator license through the Nationwide Mortgage Licensing System and Registry. Submit fingerprints, update registry, and complete annual training as required.

EDUCATION and / or EXPERIENCE :

High school diploma or equivalent and at least one year of related sales and service experience. Interest in sales and excellent customer service skills required. Good working knowledge of deposit products and basic consumer loan products. Basic financial acumen and proficiency with computer systems are necessary.

PHYSICAL DEMANDS :

Must be able to stand, walk, sit, and communicate effectively. Occasionally lift and move up to 50 pounds. Ability to drive to branch locations is required.