Client Relationship & Banking Advisor

North Shore Bank; City of Pewaukee (WI); On-site; USD 48,000 - 60,000; Full time

Job summary

North Shore Bank in Pewaukee is seeking a Personal Banker to proactively develop client relationships through established bank sales processes and profiles. The role coordinates bank resources to help clients reach financial goals while delivering products and services that generate profit for the bank.

The position emphasizes sales activity (about 80%), cross-selling opportunities, expanding high-value portfolios, and providing investment referrals.

Qualifications

• Experience in retail banking or related sales activities.
• Ability to build and maintain client relationships.
• Strong communication skills.

Responsibilities

• Perform various sales activities approximately 80% of the time.
• Maximize customer sales opportunities by cross-selling accounts and services as appropriate.
• Expand portfolio relationships with high-value customers by profiling appropriate customers and identifying opportunities.
• Provide qualified investment referrals to the appropriate branch personnel.
• Sell credit life and disability insurance (if licensed).
• Understand and effectively compete against the competitive market.
• Use internal prospect lists to make outbound calls.

Skills

Customer relationship building

Sales ability

Effective communication

Job description

North Shore Bank in Pewaukee is seeking a Personal Banker to proactively develop client relationships through established bank sales processes and profiles. The role coordinates bank resources to help clients reach financial goals while delivering products and services that generate profit for the bank.

The position emphasizes sales activity (about 80%), cross-selling opportunities, expanding high-value portfolios, and providing investment referrals.