Client-Focused Banking Advisor

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

Job summary

Bank N.A. is seeking a retail banking associate to deliver exceptional service to customers and prospects. You will identify needs and advise on financial solutions, while collaborating with branch partners to deepen customer relationships and promote digital banking options.

You will guide customers through personal banking and credit card needs, and support branch operations with accuracy and compliance. The role emphasizes a customer-first approach, the ability to work across channels, and a

Qualifications

• Typically 1–2 years of relevant customer service or sales experience.
• Confident and experienced using social media, tablets, smartphones, online tools and applications.
• Some experience in consultative customer service or sales roles.
• Basic knowledge of personal banking and business banking solutions to refer to specialists.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and guiding financial solutions.
• Collaborates with partners to grow customer relationships beyond personal banking.
• Guides customers in using digital and self-serve options for a quick, easy banking experience.
• As a lobby leader, conducts client conversations about banking services and channels.
• Maintains accurate and complete customer information and follows risk and compliance policies.

Skills

Customer service

Sales orientation

Communication skills

Team collaboration

Tools

Online banking tools

Smartphone & tablet usage

Job description

Bank N.A. is seeking a retail banking associate to deliver exceptional service to customers and prospects. You will identify needs and advise on financial solutions, while collaborating with branch partners to deepen customer relationships and promote digital banking options.

You will guide customers through personal banking and credit card needs, and support branch operations with accuracy and compliance. The role emphasizes a customer-first approach, the ability to work across channels, and a