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North Shore Bank · 4 months ago

Personal Banker-PAY STARTING AT $24/HR-$25/HR DOE, MORE FOR BILINGUAL/SPANISH

Brookfield, WI

Full-time

Onsite

Entry Level

2+ years exp

North Shore Bank is dedicated to helping families thrive and supporting local communities. As a Personal Banker, you will proactively develop client relationships, coordinate bank resources to assist clients in achieving their financial goals, and provide excellent service to maximize client retention.

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Responsibilities

Performs various sales activities approximately 80% of the time

Maximize customer sales opportunities by cross selling accounts and services as appropriate

Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc

Provides qualified investment referrals to the appropriate branch personnel

Sells credit life and disability insurance, if licensed

Understands and effectively sells against the competitive market

Uses the internal prospect lists to make outbound calls

Obtains referrals from existing and high value clients

Provides quality, personalized service to ensure customer satisfaction and retention

Actively participates in sales, product knowledge, and service meetings

May assist Territory Manager and Branch Manager in outsides sales activities

Acts as backup to other sales personnel to ensure effective customer service and office coverage

Represents the Bank at community events

Identifies mortgage loan needs and refers opportunities to mortgage lender

Stays current on business and economic events or conditions

Demonstrates understanding of financial concepts including customer life stages, time value of money and makes appropriate recommendations. Understands potential tax implications of financial decisions and refers customer to tax advisor when appropriate

Opens and closes the branch

Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures

Provides information on consumer loan products; quotes rates to callers and accurately takes consumer loan applications, closes loans accurately

Accurately opens and performs maintenance on IRAs and advises customers about IRA and related issues

Effectively utilizes technology to accurately complete required client files, documentation, and paperwork

Provides timely follow-up to clients by telephone, written correspondence, or personal contact

Acts in an operational supervisory role to ensure effective customer service and office coverage

Displays good business judgment when waiving fees or negotiating rates

Monitors own work for quality and quantity to insure accuracy and efficiencies including following CIP guidelines

Provides feedback on client concerns: product features, pricing, etc

Qualification

Sales abilityCustomer serviceFinancial conceptsBanking experienceDesktop automation toolsCommunity engagementCommunication skillsTeam collaborationProblem-solving