Sales and Service Representative

4 days ago


Fox Point, Wisconsin, United States North Shore Bank Full time
About North Shore Bank

At North Shore Bank, we're dedicated to helping families thrive, businesses grow, and communities flourish. Our mission is to champion our customers, empowering them to bank their best life, and supporting the community we all share.

Job Summary

We're seeking a highly motivated and customer-focused Sales and Service Representative to join our team. As an Associate Banker, you will be responsible for actively promoting and selling North Shore Bank products and services, building account relationships, and performing Teller duties.

Main Responsibilities:
  • Sales:
    • Opens new accounts and performs deposit account maintenance;
    • Responds to customers in a prompt and courteous manner;
    • Educates customers on consumer loan products and refers potential customers to appropriate individuals;
    • Provides quality, personalized service to ensure customer satisfaction and retention;
    • Strategizes with Branch Manager and Personal Banker for achievement of production goals;
  • 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;
    • Assists customers in statement balancing and research;
    • Prepares documents for re-titling of accounts;
  • Operations:
    • Runs transactions efficiently and accurately, and monitors own work for quality and quantity;
    • Maintains knowledge of bank policy and operating procedures;
    • Displays good business judgment when waiving fees or negotiating deposit rates within established bank guidelines;
Requirements:
  • Education: High school education or equivalent;
  • Experience: One year related sales and service experience required;
  • Skills: Good working knowledge of personal deposit products and services, basic knowledge of consumer loan products, and basic financial acumen;
  • Physical Demands: Regularly required to stand, walk, sit, and talk or hear; occasionally lift and/or move up to 50 pounds;


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