Client-Focused Banker: Personal Banking & Advice

Bank N.A.; Town of Antigo (WI); Vor Ort; USD 37.000 - 46.000; Vollzeit

Zusammenfassung

Bank N.A. in Wisconsin is seeking a customer-focused professional to deliver exceptional service to walk-in clients, identify needs, and guide them to appropriate banking solutions.

You will work closely with branch partners to promote personal banking and digital channels, ensuring a fast, friendly, and accurate customer experience. The role involves assisting in daily branch operations, handling transactions, and addressing credit card and banking needs through consultative conversations.

Qualifikationen

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Aufgaben

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Works collaboratively within the branch and with partners to deliver the customer experience.
• Welcomes and guides customers, offering advice on digital and self-serve options.
• As a lobby leader, assists in client conversations about banking services and credit card needs.
• Meets transaction-based needs with seamless execution.
• Reviews customer profiles and engages in needs-based conversations to identify opportunities.
• Maintains knowledge of personal banking products and trends and applies in conversations.
• Keeps customers assets protected and complies with regulatory requirements.

Kenntnisse

Social media savvy

Communication skills

Customer service experience

Sales mindset

Team collaboration

Analytical and problem solving

Organization skills

Ausbildung

1-2 years related experience or cert

Tools

Tablets

Smart phones

Online applications

Jobbeschreibung

Bank N.A. in Wisconsin is seeking a customer-focused professional to deliver exceptional service to walk-in clients, identify needs, and guide them to appropriate banking solutions.

You will work closely with branch partners to promote personal banking and digital channels, ensuring a fast, friendly, and accurate customer experience. The role involves assisting in daily branch operations, handling transactions, and addressing credit card and banking needs through consultative conversations.