Traveling Banking Specialist - Sales & Service

North Shore Bank; Green Bay (WI); On-site; USD 42,000 - 56,000; Full time

Job summary

North Shore Bank in Green Bay, WI seeks a Traveling Associate Banker to promote and sell bank products, build relationships, and perform Teller duties across multiple branches. The role emphasizes sales, service quality, and active customer engagement within the district and nearby locations.

Responsibilities include opening accounts, supporting referrals, handling deposits, and assisting with loan information while maintaining customer satisfaction and accurate documentation.

Qualifications

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

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 as time permits.
• Provides quality, personalized service to ensure customer satisfaction and retention.
• Provides timely follow-up to clients by telephone, written correspondence, or personal contact.
• Follows North Shore Bank sales processes.
• Performs duties as a Teller and New Accounts area as required for branch and customer demands.
• Completes required customer files, documentation, and paperwork. Provides documentation/ paperwork support to personal banking area.
• Researches and follows up on incomplete/missing documentation.
• Assists customers in statement balancing and research.
• Prepares documents for re-titling of accounts.
• Provides any other sales support as required.
• Actively participates in sales, product knowledge, and service meetings.
• Runs transactions efficiently and accurately, and monitors own work for quality and quantity.
• May open/close branch as required.
• Follows standard operating procedures and security procedures.
• Answers questions from prospects or customers and directs customers to proper employees for answers to more complex problems and inquiries.
• Handles complex and non-routine inquiries by Tellers and customers concerning bank policy and operating procedures; researches and solves customer problems, referring more difficult situations to the manager.
• Displays good business judgment when waiving fees or negotiating deposit rates within established bank guidelines.
• Consistently performs North Shore Bank customer service standards with both external and internal customers.

Education

High school education or equivalent

Job description

North Shore Bank in Green Bay, WI seeks a Traveling Associate Banker to promote and sell bank products, build relationships, and perform Teller duties across multiple branches. The role emphasizes sales, service quality, and active customer engagement within the district and nearby locations.

Responsibilities include opening accounts, supporting referrals, handling deposits, and assisting with loan information while maintaining customer satisfaction and accurate documentation.