Jobs · Finance · Wisconsin

Personal Banker Pay Starting at DOE

North Shore Bank · Pewaukee, WI · 1 wk ago
FinanceFull-time

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

  • 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\.. For full info follow application link.

For full info follow application link.

Employment selection and related decisions are made without regard to race, ethnicity, religion, gender, sexual orientation, national origin, age, disability, genetic history, marital status, military or veteran status, or any other characteristic protected by law.

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