Client-Focused Banking Advisor

Centralbancompany

Shawnee (KS)

On-site

USD 52,000 - 72,000

Full time

4 days ago
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Benefits offered by this job

Medical, dental, and vision
Company-paid life insurance
401(k) with company contributions
Paid time off
Birthday PTO
Paid holidays
Tuition reimbursement
Career growth opportunities

Job summary

Central Bank of the Midwest is seeking a relationship-focused banking professional to support customers, open accounts, and process transactions in a fast-paced retail banking environment.

You will educate customers on digital tools, promote a range of financial products, and drive sales while building lasting relationships with clients and communities. A strong emphasis on accuracy and customer care is essential.

Qualifications

  • Sales experience and ability to identify customer needs to recommend banking products.
  • Proven ability to meet sales goals in a results-driven environment.
  • Prior cash handling and customer service experience preferred.
  • Excellent attention to detail and accuracy.
  • Ability to learn banking systems and count U.S. currency.

Responsibilities

  • Build trust with customers by identifying their financial needs and offering bank products.
  • Serve as the primary contact for customers with account openings and transactions.
  • Educate customers on banking tools and digital platforms.
  • Promote checking accounts, loans, credit cards, and other products.
  • Process transactions accurately and balance cash drawer; research discrepancies.
  • Make referrals to other lines of business for banking products.
  • Maintain knowledge of products and promotions.
  • Make outbound calls and meet sales targets.

Skills

Sales experience
Customer service
Interpersonal skills
Communication
Attention to detail
Time management
Problem solving
NMLS license readiness

Tools

Banking software
Computer usage
Cash handling systems

Job description

Central Bank of the Midwest is seeking a relationship-focused banking professional to support customers, open accounts, and process transactions in a fast-paced retail banking environment.

You will educate customers on digital tools, promote a range of financial products, and drive sales while building lasting relationships with clients and communities. A strong emphasis on accuracy and customer care is essential.

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