Dynamic Personal Banker: Client Relationships & Cross-Sell

North Shore Bank; Town of Brookfield (WI); On-site; USD 33,062 - 44,083; Full time

Job summary

North Shore Bank is hiring a Personal Banker in Brookfield, Wisconsin. The role emphasizes proactive client relationships, using bank processes to meet financial goals and maximize client retention. The position is full-time and located at 15830 W Capitol Dr, Brookfield.

Starting pay is $24+ per hour, DOE. The role involves heavy sales activity and cross-selling, with opportunities to expand high-value relationships and refer investments as needed.

Qualifications

• Experience in banking sales and customer service preferred.
• Must be licensed to sell credit life and disability insurance (if applicable).

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 through profiling and identifying opportunities.
• Provide qualified investment referrals to branch personnel.
• Sell credit life and disability insurance, if licensed.
• Understand and effectively sell against the competitive market.
• Use internal prospect lists to identify sales opportunities.

Skills

Banking sales

Customer service

Cross-selling

Job description

North Shore Bank is hiring a Personal Banker in Brookfield, Wisconsin. The role emphasizes proactive client relationships, using bank processes to meet financial goals and maximize client retention. The position is full-time and located at 15830 W Capitol Dr, Brookfield.

Starting pay is $24+ per hour, DOE. The role involves heavy sales activity and cross-selling, with opportunities to expand high-value relationships and refer investments as needed.