Relationship Banking Specialist

North Shore Bank; Village of Pewaukee (WI); On-site; USD 38,000 - 48,000; Full time

Job summary

North Shore Bank seeks a results-driven professional to proactively develop client relationships through profiles and established bank sales processes. You will coordinate bank resources to assist clients in achieving financial goals while delivering profitable products and services, ensuring excellent service to maximize client retention.

Responsibilities include branch opening/closing, account openings, loan quotes and applications, IRA handling, timely follow-up, and active participation in

Qualifications

• Minimum two years of banking or related sales experience.
• Strong customer service and sales skills with a customer-focused approach.
• Knowledge of financial concepts and ability to explain products clearly.

Responsibilities

• Develop client relationships using profiles and bank sales processes.
• Coordinate bank resources to help clients reach financial goals while generating profit.
• Provide excellent service and manage relationships to maximize retention.
• Open and close branches, open new accounts, and perform deposit maintenance.
• Quote loan rates, take loan applications, and process approvals accurately.
• Promote cross-selling of accounts and services; refer referrals to specialists.

Skills

Sales experience

Customer service

Banking knowledge

Communication skills

Education

High school diploma or equivalent

Tools

Desktop automation tools

Job description

North Shore Bank seeks a results-driven professional to proactively develop client relationships through profiles and established bank sales processes. You will coordinate bank resources to assist clients in achieving financial goals while delivering profitable products and services, ensuring excellent service to maximize client retention.

Responsibilities include branch opening/closing, account openings, loan quotes and applications, IRA handling, timely follow-up, and active participation in