Area Associate Banker ** - Kenosha Main - Pay Starting at $19+ DOE

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. 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.

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.

Responsible for actively promoting and selling North Shore Bank products and services, building account relationships and performing teller duties. Performs sales support activities for the sales area of the branch. On average, a minimum of 50% of activities will be devoted to sales and sales support. Performs office and administrative duties as assigned to support operational needs. Area associate bankers are assigned to a specific branch, may also report to and support other branch locations within a district.

Areas of travel may include Kenosha, Muskego, Franklin, Oak Creek and other branches in our southern territory.

• Opens new accounts and performs deposit account maintenance; responds to customers promptly and courteously; 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. Participates in any call initiatives.
• Provides quality, personalized service to ensure customer satisfaction and retention.
• Provides timely follow‑up to clients by telephone, written correspondence, or personal contact.
• Strategizes with Branch Manager and Personal Banker for achievement of production goals.
• Follows North Shore Bank sales processes.

• Performs duties as a teller and in the new accounts area as required for branch and customer demands.
• Completes required customer files, documentation, and paperwork. Provides documentation and paperwork support to the personal banking area.
• Researches and follows up on incomplete or 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.

• Runs transactions efficiently and accurately, and monitors own work for quality and quantity.
• May open or close the 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.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

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 have good working knowledge of personal deposit products and services and basic knowledge of our consumer loan products. Requires basic financial acumen. Requires proficiency with various computer systems and similar technology.