Senior Personal Banker & Wealth Advisor

North Shore Bank; Mequon (WI); On-site; USD 42,000 - 65,000; Full time

Job summary

North Shore Bank is seeking a Senior Personal Banker who proactively develops client relationships through established sales processes, coordinating bank resources to help clients achieve financial goals and maximize retention. The role includes handling trust titling, beneficiary considerations, and small business relationships.

The Senior Personal Banker will be involved in sales, service, and branch operations, ensuring accurate disclosures and effective customer support across interactions.

Qualifications

• High school diploma or equivalent required; two years banking or related sales experience.
• Associate’s degree or higher preferred; proven sales ability and customer service skills.

Responsibilities

• Performs 80% of time in sales activities; cross-sell accounts and services.
• Expand portfolio relationships by profiling high-value customers and identifying opportunities.
• Provide qualified investment referrals and refer mortgage opportunities to lenders.
• Open and close branch, perform account maintenance, and quote loan rates.
• Ensure accurate documentation and disclosures; follow CIP guidelines.

Skills

Sales ability

Customer service

Financial concepts

NMLS eligibility

Education

High school diploma or equivalent

Associate’s degree preferred

Tools

Desktop automation tools

Job description

North Shore Bank is seeking a Senior Personal Banker who proactively develops client relationships through established sales processes, coordinating bank resources to help clients achieve financial goals and maximize retention. The role includes handling trust titling, beneficiary considerations, and small business relationships.

The Senior Personal Banker will be involved in sales, service, and branch operations, ensuring accurate disclosures and effective customer support across interactions.