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Senior Personal Banker & Wealth Advisor

Job in Mequon, Ozaukee County, Wisconsin, 53097, USA
Listing for: North Shore Bank
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below

North Shore Bank is seeking a Senior Personal Banker who proactively develops client relationships through established sales processes, coordinating bank resources to help clients achieve financial goals and maximize retention. The role includes handling trust titling, beneficiary considerations, and small business relationships.

The Senior Personal Banker will be involved in sales, service, and branch operations, ensuring accurate disclosures and effective customer support across interactions.

The Senior Personal Banker & Wealth Advisor position in the Finance, Sales field is open for applications.

The Senior Personal Banker & Wealth Advisor role at North Shore Bank is now open for applications in Mequon, WI, United States.

Join us at North Shore Bank as our next Senior Personal Banker & Wealth Advisor in Mequon, WI, United States.

We are currently recruiting a Senior Personal Banker & Wealth Advisor for our team in Mequon, WI, United States.

Position Requirements
10+ Years work experience
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