Client-Focused Banking Advisor

Jobtailor; Eureka (MT); On-site; USD 38,000 - 48,000; Full time

Job summary

Jobtailor is seeking a customer-focused banking professional in Montana to assist clients with retail banking needs. The role emphasizes NMLS compliance, cash handling, and digital-technology education to help customers use online banking tools.

Ideal candidates will have a high school diploma, up to four years of experience, and strong communication skills to assess client needs and recommend suitable financial solutions.

Qualifications

• NMLS registration required under the S.A.F.E. Act and Regulation Z.
• Maintain a satisfactory criminal and credit record.
• High school diploma or equivalent.
• Less than four years of related, retail banking experience or equivalent training.
• Effective and confident client communication.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Cash handling experience.
• Active listening and problem-solving skills.
• Ability to teach customers how to use digital technology.
• Comprehensive knowledge of applicable bank and branch policies, procedures and support systems.
• Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies.

Skills

NMLS Registration

Retail Banking Experience

Financial Services Knowledge

Cash Handling Experience

Client Communication

Education

High school diploma or equivalent

Tools

Consumer Loan Origination

Account Opening

Financial Solutions Recommendation

Customer Needs Assessment

Digital Technology Education

Job description

Jobtailor is seeking a customer-focused banking professional in Montana to assist clients with retail banking needs. The role emphasizes NMLS compliance, cash handling, and digital-technology education to help customers use online banking tools.

Ideal candidates will have a high school diploma, up to four years of experience, and strong communication skills to assess client needs and recommend suitable financial solutions.