Branch Sales & Service Associate

North Shore Bank; Town of Brookfield (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

North Shore Bank in Wisconsin is seeking an Associate Banker to promote products, build client relationships and perform Teller duties. The role blends sales and service, with an emphasis on helping customers achieve their financial goals.

You will open new accounts, handle deposits, respond to questions, and support branch operations. Strong communication, accuracy, and a customer-first approach are essential.

Qualifications

• High school diploma or equivalent with 1 year sales/service experience.
• Interest in sales and exceptional customer service.
• Basic knowledge of deposit products and consumer loans.
• Proficiency with computer systems.

Responsibilities

• Opens new accounts and performs deposit account maintenance; explains terms and disclosures to customers.
• Blend of Teller referrals and production to achieve goals.
• Provide basic information on consumer loans and refer customers as needed.
• Use internal prospect lists and participate in calls to generate opportunities.
• Deliver personalized service to ensure satisfaction and retention.
• Follow up with clients by phone or in writing.

Skills

Sales skills

Customer service

Communication

Cash handling

Education

High school diploma or equivalent

Tools

Banking software

Job description

North Shore Bank in Wisconsin is seeking an Associate Banker to promote products, build client relationships and perform Teller duties. The role blends sales and service, with an emphasis on helping customers achieve their financial goals.

You will open new accounts, handle deposits, respond to questions, and support branch operations. Strong communication, accuracy, and a customer-first approach are essential.