Client-Centric Banking Advisor

Bank N.A.; Kenosha (WI); On-site; USD 37,000 - 46,000; Full time

Job summary

Bank N.A. in Wisconsin is seeking a Lobby Sales & Service representative to welcome customers, assess needs, and guide them to suitable banking solutions.

You will collaborate with partners to grow relationships, promote digital channels, and deliver a seamless in-branch experience. Responsibilities include conducting needs-based conversations, referring to specialists, processing transactions, and contributing to branch goals while maintaining compliance and privacy standards.

Qualifications

• Experience in consultative customer service or sales roles.
• Strong verbal and written communication skills.
• Ability to identify customer needs and suggest appropriate solutions.
• Familiarity with risk and compliance requirements is a plus.

Responsibilities

• Greet customers and guide them as they enter the branch.
• Identify customer banking needs and propose suitable financial solutions.
• Collaborate with partners to grow customer relationships beyond personal banking.
• Deliver accurate, efficient, and friendly service across channels.
• Maintain privacy and adhere to regulatory and bank policies.

Skills

Interpersonal skills

Communication

Analytical thinking

Problem solving

Team collaboration

Education

Related field of study (desirable)

Job description

Bank N.A. in Wisconsin is seeking a Lobby Sales & Service representative to welcome customers, assess needs, and guide them to suitable banking solutions.

You will collaborate with partners to grow relationships, promote digital channels, and deliver a seamless in-branch experience. Responsibilities include conducting needs-based conversations, referring to specialists, processing transactions, and contributing to branch goals while maintaining compliance and privacy standards.