Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH

North Shore Bank; Wauwatosa (WI); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Personal Banker to foster client relationships and enhance customer satisfaction. This role involves engaging with high-value customers, performing sales activities, and ensuring smooth banking operations. The ideal candidate will have a strong background in customer service and sales, with the ability to thrive in a fast-paced environment. Join a company that values integrity and respect, and be part of a team dedicated to community growth and customer success. This position offers a competitive hourly wage, with additional incentives for bilingual candidates.

Qualifications

• At least two years of banking or related sales experience required.
• Knowledge of financial concepts and effective use of technology necessary.

Responsibilities

• Perform sales activities and cross-sell accounts 80% of the time.
• Open and close the branch, and maintain customer service standards.

Skills

Customer Service

Sales

Relationship Management

Financial Knowledge

Education

High School Diploma

Undergraduate Degree

Tools

Desktop Automation Tools

Job description

Personal Banker - PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH

North Shore Bank is dedicated to helping families thrive, businesses grow, and communities flourish. We focus on high-touch service to our customers and employees, supporting our local communities. Recognized as a Top Workplace thirteen times, we value respect, integrity, and long-term growth.

SUMMARY: Develop client relationships proactively, utilizing profiles and sales processes to offer products and services that benefit both the customer and the bank. Provide excellent service to maximize client retention.

ESSENTIAL DUTIES AND RESPONSIBILITIES: Contribute to the bank's success by performing major functions including sales, operations, and customer service, with flexibility to perform additional duties as assigned.

Sales

• Perform sales activities approximately 80% of the time, including cross-selling accounts and services.
• Expand relationships with high-value customers through profiling, needs assessment, and recommending solutions.
• Refer qualified investment and mortgage opportunities to appropriate personnel.
• Sell credit life and disability insurance if licensed.
• Utilize prospect lists for outbound calls and obtain referrals from existing clients.
• Participate in sales meetings and community events, and support outside sales activities.

Operations

• Open and close the branch, open new accounts, and perform maintenance.
• Provide information on products, quote rates, and process applications accurately.
• Utilize technology effectively for documentation and follow-up.
• Ensure effective customer service and office coverage, and monitor work quality and accuracy.

Education and Experience

High school diploma or equivalent, with at least two years of banking or related sales experience. Knowledge of financial concepts and desktop automation tools required. An undergraduate degree is preferred.

Certifications

May require registration through the NMLS under the SAFE Act; active registration or willingness to register prior to employment is necessary.

Physical Requirements

Must be able to stand, walk, sit, and communicate effectively. Occasionally lift up to 50 pounds and travel to different branches as needed.