Personal Banker Pay Starting at DOE
About the role
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.
Responsibilities
- Proactively develop client relationships through the effective use of profiles and established bank sales processes.
- Coordinate bank resources to assist clients in achieving financial goals while providing products and services which produce a profit for the bank.
- Provide excellent service while managing relationships over time to maximize client retention.
- Sells various products and services approximately 80% of the time.
- 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.
Requirements
Minimum Education Level: High School Diploma/GED
Training: High School Diploma/GED Equivalent
Qualifications
Experience Required: Not specified
Skills
Effective communication skills, ability to build and maintain strong client relationships, proficiency in using banking software, and knowledge of financial products and services.
Benefits
Not specified
Pay
Starting at DOE
Schedule
Unspecified
Contact Information
Name: NORTH SHORE BANK FSB