Senior Personal Banker-PAY STARTING AT $25/HR-$27/HR DOE, MORE FOR BILINGUAL/SPANISH

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 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: The Senior Personal Banker proactively develops client relationships through the effective use of 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. Assists customers with advanced needs such as trust titling, beneficiary considerations, and small business relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES: North Shore Bank's Position Descriptions are intended to describe only the major functions 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 the Bank.

* Performs various sales activities approximately 80% of the time.

* Maximizes 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.

* Sells credit life and disability insurance as allowable under state law.

* Understands and effectively sells against the competitive market.

* Uses the internal prospect lists to make outbound calls.

* Obtains referrals from existing and high value clients

* Provides quality, personalized service to ensure customer satisfaction and retention.

* Actively participates in sales, product knowledge, and service meetings.

* Successfully completes coursework related to, or demonstrates proficiency with, relevant private banker responsibilities.

* Acts as backup to other sales personnel to ensure effective customer service and office coverage.

* Represents the Bank at community events.

* Provides qualified investment referrals to the appropriate branch personnel.

* Identifies mortgage loan needs and refers opportunities to mortgage lender.

* Stays current on business and economic events or conditions.

* Demonstrates understanding of financial concepts including customer life stages, time value of money and makes appropriate recommendations. Understands potential tax implications of financial decisions and refers customer to tax advisor when appropriate.

* Opens and closes the branch.

* Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures.

* Provides information on consumer loan products; quotes rates to callers and accurately takes consumer loan applications, closes loans accurately.

* Accurately opens and performs maintenance on IRAs and advises customers about IRA and related issues.

* Handles both routine and non-routine customer transactions as needed to support customer relationships.

* Effectively utilizes technology to accurately complete required client files, documentation, and paperwork.

* Provides timely follow-up to clients by telephone, written correspondence, or personal contact.

* Acts in an operational supervisory role to ensure effective customer service and office coverage.

* Displays good business judgment when waiving fees or negotiating rates.

* Monitors own work for quality and quantity to insure accuracy and efficiencies including following CIP guidelines.

* Provides feedback on client concerns related to product features, pricing, etc.

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.

EDUCATION and/or EXPERIENCE:

High school diploma or equivalent and experience of at least two years in banking (or, two years in a related sales position). An Associate's degree or higher level in a related field from an accredited college or university is preferred. Proven effective sales ability and exceptional customer service skills required. Must have thorough knowledge of financial concepts. Knowledge of desktop automation tools.

CERTIFICATES, LICENSES, REGISTRATIONS:

This position may require registration through the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008. Applicants must (1) have an active NMLS ID that is in good standing, and can be transferred to North Shore Bank's registry, or (2) must be willing to register prior to start date. Your employment with North Shore Bank is contingent upon successful registration and annual re-registration thereafter.