Personal Banker Pay Starting at DOE
SUMMARY
Proactively develop client relationships through the effective use of profiles and established bank sales processes.
Responsible for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit for the bank.
Provides excellent service while managing relationships over time to maximize client retention.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Sales
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 calls and build relationships.
JOB REQUIREMENTS
- High School Diploma/GED
- High School Diploma/GED Equivalent for training
- Experience not specified
Benefits
North Shore Bank offers a work culture that has been recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel. The bank is dedicated to championing its customers, empowering them to bank their best life, and supporting the community they share. Employees benefit from a mutual company structure where the sole focus is on providing high-touch service to customers and employees, and supporting local communities.
Pay
Starting at DOE
Schedule
Unspecified
Shift
Unspecified
Hours per week
40
Location
15830 W Capitol Dr, Brookfield, Wisconsin