Personal Banker Pay Starting at DOE

North Shore Bank; Green Bay (WI); On-site; USD 34,000 - 44,000; Full time

Job summary

North Shore Bank is seeking a Personal Banker at our Green Bay, WI location. The role emphasizes proactive client relationship development, using profiles and bank sales processes to help clients achieve financial goals while delivering high-touch service.

Responsibilities include coordinating bank resources, offering profitable products and services, and driving client retention through solutions and strong relationship management.

Qualifications

• Performs various sales activities approximately 80% of the time.
• Maximize customer sales opportunities by cross selling accounts and services as appropriate.
• Expands portfolio relationships with high value customers by profiling to identify added value relationships.

Responsibilities

• Proactively develop client relationships through the use of profiles and established bank sales processes.
• Coordinate bank resources to assist clients in achieving financial goals while providing profitable products and services.
• Provide excellent service while managing relationships over time to maximize client retention.

Job description

JOB REQUIREMENTS: Personal Banker - Pay Starting at $25+ DOE LinkedIn Twitter Email Message Share

Job Location 1620 W Mason St, Green Bay, Wisconsin, United States Tracking Code 6481 Position Type Full-Time/Regular

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 when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place.

SUMMARY: Proactively develop client relationships through the effective use of profiles and established bank sales processes. Responsible for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit for the bank. Provides excellent service while managing relationships over Time To Maximize Client Retention.

ESSENTIAL DUTIES AND RESPONSIBILITIES

North Shore Bank's Position Descriptions are intended to describe only the major functions of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of the Bank.

• Performs various sales activities approximately 80% of the time.
• Maximize customer sales opportunities by cross selling accounts and services as appropriate.
• Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers' financial needs, recommending solutions and asking for the business, etc.
• Provides qualified investment referrals to the appropriate branch personnel.
• Sells credit life and disability insurance, if licensed.
• Understands and effectively sells against the competitive market.
• Uses the internal prospect

Employment selection and related decisions are made without regard to race, ethnicity, religion, gender, sexual orientation, national origin, age, disability, genetic history, marital status, military or veteran status, or any other characteristic protected by law.