Client-Focused Banking Advisor

Hispanic Alliance for Career Enhancement; Bolingbrook (IL); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Paid health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

The Hispanic Alliance for Career Enhancement is seeking a motivated individual in Bolingbrook, Illinois, to engage with customers and provide tailored financial solutions. Responsibilities include performing needs assessments, making credit recommendations, and help customers with banking products, while ensuring compliance with regulations.

The ideal candidate will have 2-3 years of relevant experience, strong communication skills, and a commitment to providing excellent customer service, contributing to business results and enhancing customer experience.

Qualifications

• 2 - 3 years of relevant experience preferred.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Engage customers and provide banking solutions based on needs assessments.
• Make credit recommendations in line with the Bank's policies.
• Maintain knowledge of personal banking products and their trends.

Skills

Customer engagement

Financial solutions knowledge

Consultative sales

Social media proficiency

Education

Post-secondary degree in related field

Lending qualifications

Job description

The Hispanic Alliance for Career Enhancement is seeking a motivated individual in Bolingbrook, Illinois, to engage with customers and provide tailored financial solutions. Responsibilities include performing needs assessments, making credit recommendations, and help customers with banking products, while ensuring compliance with regulations.

The ideal candidate will have 2-3 years of relevant experience, strong communication skills, and a commitment to providing excellent customer service, contributing to business results and enhancing customer experience.