Traveling Teller

North Shore Bank; Milwaukee (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

North Shore Bank is hiring a Traveling Teller to support customers across multiple branch locations in eastern Wisconsin. You will handle teller transactions, promote bank products, and provide friendly, accurate service while ensuring security and accuracy.

This role emphasizes relationship-building, cross-selling opportunities, and teamwork with branch staff. A high school diploma and six months of related experience are required, with on-going training provided.

Qualifications

• High school diploma or equivalent and at least six months of related experience is required.
• Related experience includes cash handling, direct customer service, and retail or other sales.

Responsibilities

• Serves customers with teller transactions in a professional, courteous manner.
• Promotes bank products and services and records referrals for branch partners.
• Maintains accuracy in cash handling and daily balancing of cash drawer.
• Travels to multiple branch locations to support needs as assigned.

Skills

Customer service

Cross-selling

Relationship building

Telephone sales

Education

High school diploma or equivalent

Tools

CRM software

Job description

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 the community we all share. And it’s our employees that make the difference. With offices located throughout eastern Wisconsin and northern Illinois, we offer a work culture that has been recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel.

As a mutual company, North Shore Bank isn’t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place.

SUMMARY:

Responsible for actively promoting and selling North Shore Bank products and services. Acts as the Bank's personal representative with its customers, providing efficient, accurate and friendly service; builds strong relationships between the customer and the Bank. Traveling Tellers are assigned to work at a number of branch locations, typically within a district, however based on needs may travel to other nearby districts to support.

ESSENTIAL DUTIES AND RESPONSIBILITIES

North Shore Bank's Position Descriptions are intended to describe only the major responsibilities of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of North Shore Bank.

SERVICE/SALES

• Consistently performs North Shore Bank Quality of Services standards with both external and internal customers that meets expectations and promotes customer willingness to keep, expand and refer banking relationships with North Shore Bank.
• Engages customers in meaningful conversations and asks questions to identify cross-selling opportunities; makes appropriate blend of qualified referrals to branch personnel and branch business partners on a consistent basis to meet goals. Uses customer relationship management tool to record referrals and update customer contacts.
• Receives and answers questions from prospects or customers and maintains good customer relations; directs customers to proper employees for answers to more complex problems and inquiries. Follows up to ensure problems and concerns are resolved satisfactorily.
• Makes telephone sales calls as time permits.
• Keeps current with products, services, and promotions.
• Actively participates in sales, product knowledge, and service meetings.
• Provides timely follow-up to clients by telephone, written correspondence or personal contact.

OPERATIONS

• Serves the customer in a professional, courteous, and efficient manner through prompt and accurate handling of all teller transactions. Monitors own work for quality and quantity.
• Accurately maintains and protects a cash drawer, balances transactions daily, reconciles errors/discrepancies and reports variances to a supervisor.
• Keeps current with Security Alerts, policies and procedures.
• Assists with daily operations fixed activities in collaboration with Lead Teller or performs duties in the absence of a Lead Teller. May perform open/close branch duties and any other operations duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

High school diploma or equivalent and at least six months of related experience is required. Related experience includes a combination of cash handling, direct customer service, and retail or other sales.