Personal Banker: Relationship-Building & Cross-Sell Expert

North Shore Bank; Milwaukee (WI); On-site; USD 52,000 - 60,000; Full time

Job summary

North Shore Bank in Milwaukee is seeking a Personal Banker with a starting pay of $25+ per hour DOE. The role emphasizes proactive client relationship development using profiles and established bank sales processes, coordinating resources to help clients meet financial goals, and providing profitable products and services.

As a full-time position, you will deliver excellent service while maximizing client retention and driving cross-sell opportunities across accounts and services.

Responsibilities

• Proactively develop client relationships through profiles and 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 to maximize client retention.
• Sell and cross-sell accounts and services to expand relationships with high-value customers.
• Offer qualified investment referrals to the appropriate branch personnel when applicable.
• Offer insurance products (credit life and disability) if licensed.
• Understand competitive market and effectively position our offerings.

Job description

North Shore Bank in Milwaukee is seeking a Personal Banker with a starting pay of $25+ per hour DOE. The role emphasizes proactive client relationship development using profiles and established bank sales processes, coordinating resources to help clients meet financial goals, and providing profitable products and services.

As a full-time position, you will deliver excellent service while maximizing client retention and driving cross-sell opportunities across accounts and services.