Job Description

As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And it's our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace ten 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.

Universal Bankers are responsible for actively promoting and selling North Shore Bank products and services, building account relationships and performing Teller duties. Performs sales support activities for sales area of the branch.

Opens new accounts and performs deposit account maintenance; responds to 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.
Has an appropriate blend of Teller referrals and production as required at branch level to achieve referral and point goals.
Participates in any call initiatives.

Our pay rates are extremely competitive, starting pay at $18/hr plus DOE, along with a 401k plan with matching benefits, medical plans, and other employee benefits.

EDUCATION and/or EXPERIENCE:

High school education or equivalent and a background in building relationships with customers. 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. Must have availability to work Saturday mornings.

North Shore Bank is a bank offering its services since 1888 and is based in Peabody, Massachusetts, United States. They are dedicated to treat people with dignity and solve their problems. The services include; personal, business, investment, and more. North Shore Bank offers employment opportunities in the following departments; finance, accounting, customer service & support, operations, research & science, and others. The employee benefits package includes; generous paid time off, insurance benefits, and much more.

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I believe in active listening and empathy. I try to understand their concerns and find a solution that meets their needs.

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I prioritize tasks based on urgency and importance. I make a to-do list and focus on completing high-priority tasks first.

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I double-check all the details and calculations before finalizing any transaction. I am meticulous and pay attention to every detail.

As universal bankers, we serve our customers and process their financial transactions. We are responsible for providing financial counseling to clients and counsel them regarding specific account types and applications. Furthermore, we provide our expertise in sales operations and promotions. We often help our clients with mobile and online banking services. We educate the clients about new account paper works and clear the disputed transactions and suggest suitable services and products according to clients’ financial needs. As universal bankers, we are responsible for building and maintaining loan payments and enter information into databases. Lastly, we keep financial records and help our clients make new business arrangements.

Core tasks: