Traveling Associate Banker

1 week ago

Brookfield, United States North Shore Bank Full time

As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And it’s our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace twelve 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, building account relationships and performing Teller duties. Performs sales support activities for sales area of the branch. On average, a minimum of 50% of activities will be devoted to sales and sales support. Perform office and administrative duties as assigned to support operational needs. Traveling Associate Bankers 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.

**SALES**
- Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures.
- Has an appropriate blend of Teller referrals and production as required at branch level to achieve referral and point goals. Uses customer relationship management tool to record referrals and update customer contacts.
- Provides basic information on consumer loan products; refers potential consumer loan customers to an appropriate individual.
- Recognizes additional customer opportunities and provides qualified referrals to all branch business partners.
- Uses the internal prospect lists to make outbound calls as time permits.
- Provides quality, personalized service to ensure customer satisfaction and retention.
- Provides timely follow-up to clients by telephone, written correspondence, or personal contact.
- Follows North Shore Bank sales processes.

**SALES SUPPORT**
- Performs duties as a Teller and New Accounts area as required for branch and customer demands.
- Completes required customer files, documentation, and paperwork. Provides documentation/ paperwork support to personal banking area.
- Researches and follows up on incomplete/missing documentation.
- Assists customers in statement balancing and research.
- Prepares documents for re-titling of accounts.
- Provides any other sales support as required.
- Actively participates in sales, product knowledge, and service meetings.

**OPERATIONS**
- Runs transactions efficiently and accurately, and monitors own work for quality and quantity.
- May open/close branch as required.
- Follows standard operating procedures and security procedures.
- Answers questions from prospects or customers and directs customers to proper employees for answers to more complex problems and inquiries.
- Handles complex and non-routine inquiries by Tellers and customers concerning bank policy and operating procedures; researches and solves customer problems, referring more difficult situations to the manager.
- Displays good business judgment when waiving fees or negotiating deposit rates within established bank guidelines.
- Consistently performs North Shore Bank customer service standards with both external and internal customers.

**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.

**COMPLIANCE REQUIREMENTS**:May be required to register and maintain loan originator license through the Nationwide Mortgage Licensing System and Registry. Submit fingerprints, update registry and complete annual training required of licensed individuals.

**EDUCATION and/or EXPERIENCE**: High school education or equivalent and one year related sales and service experience required. Must have an interest in sales and exceptional customer service skills. Must

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