Senior Personal Banker PAY Starting AT

North Shore Bank; Mequon (WI); On-site; Full time

Job summary

A leading bank in Mequon is seeking a Senior Personal Banker to develop client relationships and assist clients in achieving their financial goals. This full-time role focuses on sales activities and providing excellent service to maximize retention.

Qualifications

• Experience in sales and customer relationship management.

Responsibilities

• Perform sales activities and maximize sales opportunities.
• Expand relationships with high-value customers.

Skills

Bilingual/Spanish

Job description

Join to apply for the Senior Personal Banker PAY Starting AT role at North Shore Bank

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Join to apply for the Senior Personal Banker PAY Starting AT role at North Shore Bank

Job Requirements

Senior Personal Banker - PAY STARTING AT $25/HR - $27/HR
DOE, MORE FOR BILINGUAL/SPANISH

Location

10806 N Port Washington Rd, Mequon, Wisconsin

Position Type

Full-Time/Regular

Company Overview

North Shore Bank is about helping families thrive, businesses grow and communities flourish. We are dedicated to championing our customers, empowering them to bank their best life, and supporting our community. Recognized as a Top Workplace thirteen times, we focus on high-touch service, long-term growth, and values like respect and integrity.

Summary

The Senior Personal Banker develops client relationships proactively through established sales processes, assisting clients in achieving financial goals with products and services that benefit the bank. Responsibilities include providing excellent service, managing relationships to maximize retention, and assisting with advanced needs such as trust titling, beneficiaries, and small business relationships.

Essential Duties and Responsibilities

• Perform sales activities (~80% of time)
• Maximize sales opportunities through cross-selling
• Expand relationships with high-value customers via profiling and needs assessment
• Recommend solutions and solicit business
• Selling credit life and disability insurance where allowable
• Perform other duties as assigned by management

Application Instructions

Apply online at: ipc.us/t/B23E04463FBE4F49

Additional Information

Employment decisions are made without regard to race, ethnicity, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, military or veteran status, or any other protected characteristic.