Relationship Banker: Grow Portfolios & Solve Financial Needs

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

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.