Client-Focused Banking Advisor

Bank N.A.

Manitowoc (WI)

On-site

USD 37,000 - 46,000

Full time

4 days ago

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Job summary

Bank N.A. in Manitowoc, Wisconsin, is seeking a branch-focused banker to deliver exceptional service and guidance to customers. You will identify customer needs, recommend financial solutions, and work with partners to expand relationships across banking channels.

The role emphasizes a personal customer experience and teamwork in a busy branch environment. The position involves assisting lobby customers, promoting digital options, handling routine transactions, and supporting branch operations

Qualifications

Experience in consultative customer service or sales roles.
Basic knowledge of specialized sales and business banking solutions.
Strong verbal and written communication skills.
Good organization and analytical problem-solving abilities.
Willingness to collaborate and work in a team environment.

Responsibilities

Deliver exceptional service to customers and prospects in the branch.
Identify customer needs and advise on financial solutions.
Collaborate with partners to grow customer relationships beyond personal banking.
Assist customers at the lobby and promote digital/self-serve options.
Conduct needs-based conversations to address banking and credit card needs.
Support branch operations and risk/compliance processes.