Relationship Banker for Financial Growth

North Shore Bank; Burlington (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

North Shore Bank in Wisconsin seeks a results-driven professional to proactively develop client relationships using profiles and bank sales processes. You will coordinate bank resources to help clients meet financial goals while delivering profitable products and services and maximizing retention.

You will manage sales activities, cross-sell accounts, and refer mortgage or investment opportunities as appropriate.

Qualifications

• High school diploma or equivalent; two years in banking or related sales role.
• Undergraduate degree in a related field preferred.
• Proven sales ability and exceptional customer service.
• Knowledge of financial concepts and desktop automation tools.

Responsibilities

• Develop client relationships using profiles and bank sales processes.
• Maximize sales by cross-selling accounts and services.
• Expand portfolio with high-value customers through profiling and needs-based recommendations.
• Provide investment referrals and sell insurance if licensed.
• Open/close accounts and perform deposit account maintenance with disclosures.
• Support operations and provide timely follow-up to clients.

Skills

Sales

Customer service

Financial concepts

Banking knowledge

Cross-selling

Education

High school diploma

Undergraduate degree preferred

Tools

Desktop automation tools

Job description

North Shore Bank in Wisconsin seeks a results-driven professional to proactively develop client relationships using profiles and bank sales processes. You will coordinate bank resources to help clients meet financial goals while delivering profitable products and services and maximizing retention.

You will manage sales activities, cross-sell accounts, and refer mortgage or investment opportunities as appropriate.