Sales-Focused Banking Associate & Customer Advisor

SilkRoad; Milwaukee (WI); Hybrid; USD 34,000 - 52,000; Full time

Job summary

North Shore Bank in Milwaukee, WI is seeking an Associate Banker to actively promote and sell bank products while building customer relationships. You will perform teller duties, open accounts, and support the sales team to reach branch goals.

You will handle deposit transactions, answer questions, and ensure customers understand terms. Bilingual Spanish is required; prior sales and service experience preferred. This role offers a team environment and growth opportunities.

Qualifications

• High school education or equivalent and one year related sales and service experience required.
• Must have interest in sales and exceptional customer service skills.
• Must have good working knowledge of personal deposit products and basic knowledge of our consumer loan products.
• Bilingual Spanish required.

Responsibilities

• Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures.
• Has an appropriate blend of Teller referrals and production as required at branch level to achieve referral and point goals.
• Provides basic information on consumer loan products; refers potential consumer loan customers to an appropriate individual.
• Recognizes additional customer opportunities and provides qualified referrals to all branch business partners.
• Uses the internal prospect lists to make outbound calls. Participates in any call initiatives.
• Provides quality, personalized service to ensure customer satisfaction and retention.
• Provides timely follow-up to clients by telephone, written correspondence, or personal contact.
• Strategizes with Branch Manager and Personal Banker for achievement of production goals.
• Follows North Shore Bank sales processes.

Skills

Sales

Customer service

Bilingual Spanish

Education

High school diploma or equivalent

Job description

North Shore Bank in Milwaukee, WI is seeking an Associate Banker to actively promote and sell bank products while building customer relationships. You will perform teller duties, open accounts, and support the sales team to reach branch goals.

You will handle deposit transactions, answer questions, and ensure customers understand terms. Bilingual Spanish is required; prior sales and service experience preferred. This role offers a team environment and growth opportunities.