Kelly Kading celebrated his 20th anniversary as a North Shore Bank personal banker last winter. He also has almost eight years of experience as a branch manager and business development rep.

Do you love the idea of building strong relationships with North Shore Bank clients and helping them reach the financial goals that will make their lives happier and more secure? Or do you know someone who would?

The bank has a number of openings for Personal Banker positions, and we’re looking for excellent internal and external candidates. To get these spots filled quickly, we’ve increased the referral bonus for the personal banker position from $500 to $750.

Here’s a summary of the job and its highlights:

• This is a sales-focused job — about 80 percent of your time will be spent on sales-related activities. You will cross-sell accounts and services, evaluate customers’ financial needs, identify high-value customers for growth opportunities, provide investment referrals, make outbound calls to prospects, and seek referrals from clients, among other duties. You may be called to assist district and branch managers with outside sales activities.
• You need a strong understanding of financial concepts and tax implications, and of the competitive market for banking services and economic conditions that impact the market.
• As a personal banker, you will open and close the branch, open and maintain accounts, and ensure paperwork is properly filled out and issued to customers. You will also provide information about and handle loans and IRAs, among other products and services.
• This is a supervisory role in the sense of ensuring customers receive high-quality service and that the branch has staffing coverage.

Above all else, a personal banker must provide excellent service and be willing to go above and beyond to care for North Shore Bank clients. Your job is to build close, lasting relationships with customers and identify opportunities that mutually benefit both the client and the bank.

“Everybody handles their finances differently,” says Appleton Northland personal banker Kelly Kading, who has held the title for 21 years. “You really have to dig to find out what works best for a customer, and help them adjust to stay on course to reach their goals. It is not a cookie-cutter or one-size-fits-all approach. I bring up a lot of questions customers are not expecting, and we work on the answers together.”

He adds, “It is a position where the sky is the limit when helping customers. You can learn as much as you can handle. You work with many areas of the bank, and get to know your customers very personally — when I hear a customer’s name, I immediately start thinking about what financial stage they are at, what their goals are, and what is important to them.”

If you have questions, contact talent acquisition manager Janet Rosenthal at 262-797-3380 or jrosenthal@northshorebank.com. To see openings or apply for a personal banker position, click on the Job Postings tile found on the home page in Ask Seymour.