Traveling Teller

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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: 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. Traveling Tellers are assigned to work at a number of branch locations, typically within a district, however based on needs may travel to other nearby districts to support.

ESSENTIAL DUTIES AND RESPONSIBILITIES : North 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 as time permits.

• Keeps current with products, services, and promotions.

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

• Provides timely followup to clients by telephone, written correspondence or personal contact.

OPERATIONS

• 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.

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 at least six months of related experience is required. Related experience includes a combination of cash handling, direct customer service, and retail or other sales.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to walk and sit. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

Position requires ability to operate a motor vehicle in order to drive between multiple assigned locations; or use other available and reliable means of transportation, including public transportation, to work at assigned branch locations.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.