Client-Focused Banking Advisor

Choiceone-Bank; Grand Rapids (MI); On-site; USD 36,000 - 48,000; Full time

Job summary

ChoiceOne Bank seeks a Universal Banker to provide exceptional service and build lasting relationships with both personal and business clients. You will educate customers on deposits, loans, and other products while driving sales through a disciplined process using modern banking tools.

You will process daily transactions, open new accounts in compliance with policy, and refer clients to other bank areas to deepen relationships.

Qualifications

• High School Diploma or equivalent.
• Minimum of six (6) months cash handling experience preferred.
• One (1) year of customer service in banking, financial services or goal-drive retail sales preferred.
• Successful completion of ChoiceOne’s Retail Advancement Program (RAP).

Responsibilities

• Provide excellent customer service and effectively resolve customer challenges.
• Understand and educate customers on consumer deposit and lending products.
• Drive sales with a disciplined sales process and use current banking technology to drive both sales and service.
• Obtain referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
• Adhere to all operational, security, risk and regulatory policies and procedures.
• Demonstrate good judgement in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
• Process customer day-to-day transactions as needed.
• Opens new personal and business accounts in accordance with bank policies and regulatory requirements.
• Additional responsibilities as assigned.
• Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
• Be familiar with and comply with all federal and state banking regulations as applicable.

Skills

Communication

Analytical

Technical Skills

Quality

Quantity

Dependability

Flexibility

Initiative

Education

High School Diploma or equivalent

Retail Advancement Program (RAP)

Tools

NMLS

Job description

ChoiceOne Bank seeks a Universal Banker to provide exceptional service and build lasting relationships with both personal and business clients. You will educate customers on deposits, loans, and other products while driving sales through a disciplined process using modern banking tools.

You will process daily transactions, open new accounts in compliance with policy, and refer clients to other bank areas to deepen relationships.