Client Banking Advisor: Build Relationships & Grow Finances

Jobtailor; Annapolis (MD); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Annapolis, MD, seeks a client-focused financial services professional to educate clients in self-service options and accurately process cash transactions. You will build relationships, uncover financial needs, and connect clients with solutions while upholding risk and operational standards.

The role requires strong communication, adaptability, and a track record in sales with cash handling experience.

Qualifications

• Enthusiastic self-starter with results focus.
• Collaborates effectively and builds strong client relationships.
• Delivers an experience that improves clients' financial lives.
• Communicates confidently with all clients.
• Learns new information and technology platforms.
• Applies critical thinking and problem-solving to meet needs.
• Available to work weekends or extended hours at multiple center locations.
• Experience in financial services and knowledge of products.
• One year of salary-plus incentive sales experience with individual goals.
• Six months of cash handling experience.
• Bachelor's or business-relevant Associate’s Degree (business/finance).

Responsibilities

• Engage clients in lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Have deep conversations to understand financial and life priorities.
• Connect clients to solutions meeting financial goals.
• Contribute to risk culture and operational excellence.
• Build relationships to meet financial needs.
• Follow processes to act in clients' and bank's best interest.
• Grow knowledge by partnering with experts in small business, lending, investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience.

Skills

Client engagement

Relationship building

Sales experience

Cash handling

Effective communication

Adaptability

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Job description

Jobtailor in Annapolis, MD, seeks a client-focused financial services professional to educate clients in self-service options and accurately process cash transactions. You will build relationships, uncover financial needs, and connect clients with solutions while upholding risk and operational standards.

The role requires strong communication, adaptability, and a track record in sales with cash handling experience.