Client Banking Advisor — Personal Finance & Growth

Hispanic Alliance for Career Enhancement

Milwaukee (WI)

On-site

USD 41,714 - 50,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Tuition reimbursement
Retirement savings plans

Job summary

The Hispanic Alliance for Career Enhancement is seeking a Retail Banking Associate located in Milwaukee, Wisconsin. This role is focused on delivering exceptional customer service and providing advice on financial solutions. Candidates should have 1-2 years of relevant experience and a passion for helping customers.

The salary range for this position is $41,714.00 - $50,000.00, with additional benefits including health insurance and retirement savings plans.

Qualifications

  • Typically between 1 - 2 years of relevant experience.
  • Confident in the use of social media and online tools.
  • Experience in consultative customer service or sales roles.

Responsibilities

  • Deliver exceptional service to customers.
  • Collaborate with partners to identify referral opportunities.
  • Assist customers with banking services and solutions.

Skills

Customer service
Sales skills
Interpersonal skills
Analytical skills

Education

Certification in related field

Tools

Online tools and applications

Job description

The Hispanic Alliance for Career Enhancement is seeking a Retail Banking Associate located in Milwaukee, Wisconsin. This role is focused on delivering exceptional customer service and providing advice on financial solutions. Candidates should have 1-2 years of relevant experience and a passion for helping customers.

The salary range for this position is $41,714.00 - $50,000.00, with additional benefits including health insurance and retirement savings plans.

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