Relationship-Driven Personal Banker

North Shore Bank; Town of Brookfield (WI); On-site; USD 71,635,000 - 80,231,000; Full time

Job summary

North Shore Bank in Brookfield, WI is seeking a Personal Banker with starting pay at $25+ DOE. The role focuses on proactive client relationships, profiling customers, and guiding them to financial solutions that meet goals while delivering high-touch service.

You will open and close the branch, process deposits and new accounts, and collaborate with mortgage and investment partners to maximize client value.

Qualifications

• High school diploma or equivalent.
• Two years banking experience or related sales experience.
• Undergraduate degree preferred.
• Strong customer service and sales skills required.

Responsibilities

• Proactively develop client relationships through profiles and bank sales processes.
• Cross-sell accounts and services to maximize profitability and retention.
• Provide high-touch service while guiding clients to suitable financial solutions.
• Open and close the branch; process deposits and new account maintenance.
• Coordinate with mortgage/investment partners to maximize client value.

Skills

Sales experience

Customer service

Communication

Education

High school diploma or equivalent

Undergraduate degree preferred

Tools

Desktop automation tools

Job description

North Shore Bank in Brookfield, WI is seeking a Personal Banker with starting pay at $25+ DOE. The role focuses on proactive client relationships, profiling customers, and guiding them to financial solutions that meet goals while delivering high-touch service.

You will open and close the branch, process deposits and new accounts, and collaborate with mortgage and investment partners to maximize client value.