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.

SUMMARY: The Business Relationship Specialist is responsible for meeting or exceeding business sales objectives in assigned territory. Collaborates with assigned branches and business partners to identify, engage, win and expand business and municipal relationships in territory served.

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.

• Acts as a relationship specialist for small businesses, individuals and centers of influence; responsible for developing deposits, merchant, credit cards investments and cash management services. Personal development of skills to grow, maintain and manage a lending portfolio while achieving credit soundness and quality for NSB.
• Collaborates with branches to develop tactics to identify and refer prospects for business products and services, marketing and Work Place Banking opportunities.
• Support Branch Managers and Personal Bankers to build skill and confidence in identifying business referral opportunities, which includes Merchant, Credit Card and Treasury Solutions, and Treasury Analytics.
• Coordinates the introduction of Business Bankers, Treasury Solutions and other subject matter experts to ensure that comprehensive proposals are developed that address client needs.
• Develops, with assistance, proposals that will be presented to business owners and decision-makers.
• Uses Bank’s processes to identify, engage, win and service new and existing clients.
• Accurately reports individual activity and results.
• Maintains complete and accurate client records.
• Develop, with assistance, a personal business plan complete with strategies and tactics necessary to achieve assigned objectives; completes revisions as necessary to adjust to changing market conditions.
• Assesses product offerings, pricing, service levels and marketing relative to competitors and provides market intelligence to Business Partners.
• Actively networks to develop and maintain relationships with community and business organizations and leaders.
• Participates in community involvement efforts.

EDUCATION and/or EXPERIENCE:

• High School education required – Bachelor’s Degree in related business field from an accredited college or university preferred.
• Some direct business to business sales experience required with a background in relationship management and portfolio development a plus.
• Must have thorough knowledge of financial concepts, a basic understanding of financial statements and experience with business credit principles.
• Must have basic proficiency in the use of desktop automation tools.

OTHER SKILLS AND ABILITIES:

Excellent written and verbal presentation skills; must be an effective listener and be able to accurately collect and analyze complex information.

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 frequently required to stand; walk; sit; to perform responsibilities of the job; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. The employee must be able to operate a vehicle and drive to all branch locations as well as client/prospective client 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. Environment is typical for business offices. Position also involves regular travel within territory.