Relationship Banking Specialist

North Shore Bank

Green Bay (WI)

On-site

USD 28,000 - 40,000

Full time

9 days ago
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Job summary

North Shore Bank is seeking a Personal Banker in Green Bay, WI. You will proactively develop client relationships using profiles and established bank processes to grow the bank’s footprint.

You will focus on cross-selling accounts and services, opening new accounts, and delivering high‑quality service to ensure client retention and satisfaction in a high-touch environment. You will also participate in community events to promote financial wellness.

Qualifications

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

Responsibilities

  • Develop client relationships using profiles and bank processes.
  • Cross-sell accounts and services to maximize opportunities.
  • Open and maintain accounts and respond to customers promptly.
  • Refer mortgage loan opportunities to lenders and provide quality service.

Skills

Sales ability
Customer service
Financial concepts

Education

High school diploma or equivalent
Bachelor's degree preferred

Tools

Desktop automation tools

Job description

North Shore Bank is seeking a Personal Banker in Green Bay, WI. You will proactively develop client relationships using profiles and established bank processes to grow the bank’s footprint.

You will focus on cross-selling accounts and services, opening new accounts, and delivering high‑quality service to ensure client retention and satisfaction in a high-touch environment. You will also participate in community events to promote financial wellness.

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