Area Teller - Pewaukee Pewaukee, WI
Listed on 2025-12-31
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Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
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 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. 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.
Responsible for actively promoting and selling North Shore Bank products and services. Acts as the Bank's personal representative with its customers, providing efficient, accurate and friendly service; builds strong relationships between the customer and the Bank. Area Tellers are assigned to a specific branch, however may also report to and support other branch locations within a district. This role reports to the Pewaukee branch and may also support Sussex, Brookfield Capital, and Germantown.
ESSENTIAL DUTIES AND RESPONSIBILITIESNorth 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.
SERVICE/SALES- Consistently performs North Shore Bank Quality of Services standards with both external and internal customers that meets expectations and promotes customer willingness to keep, expand and refer banking relationships with North Shore Bank.
- Engages customers in meaningful conversations and asks questions to identify cross‑selling opportunities; makes appropriate blend of qualified referrals to branch personnel and branch business partners on a consistent basis to meet goals. Uses customer relationship management tool to record referrals and update customer contacts.
- Receives and answers questions from prospects or customers and maintains good customer relations; directs customers to proper employees for answers to more complex problems and inquiries. Follows up to ensure problems and concerns are resolved satisfactorily.
- Makes telephone sales calls; and/or participates in‑aisle (in store branches).
- May perform deposit account maintenance; responds to the 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.
- Keeps current with products, services, and promotions.
- Actively participates in sales, product knowledge, and service meetings. This includes monthly sales planning sessions and completing a monthly plan to achieve personal goals.
- Provides timely follow‑up to clients by telephone, written correspondence, or personal contact.
- Serves the customer in a professional, courteous, and efficient manner through prompt and accurate handling of all teller transactions. Monitors own work for quality and quantity.
- Accurately maintains and protects a cash drawer, balances transactions daily, reconciles errors/discrepancies and reports variances to a supervisor.
- Keeps current with Security Alerts, policies and procedures.
- Assists with daily operations fixed activities in collaboration with Lead Teller or performs duties in the absence of a Lead Teller. May perform open/close branch duties and any other operations duties as assigned.
- May be required to complete customer files, documentation, and paperwork. Provides documentation/paperwork support to all branch areas.
- The ability to operate a motor vehicle in order to drive between…
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