Customer Banking Advisor & Relationship Builder

Northwest; Columbus, Northern (OH, KY); Hybrid; USD 36,000 - 52,000; Full time

Job summary

You will build relationships, meet financial goals, and work with Advisors across teams to create a digital-first, customer-centric experience.

Qualifications

• Proven ability to build customer relationships and deliver service excellence.
• Ability to identify needs and refer to appropriate banking solutions.
• Strong communication and teamwork in a fast-paced environment.

Responsibilities

• Greet customers and manage their experience at the Financial Center.
• Engage customers to build relationships and drive service standards.
• Process transactions accurately and efficiently (deposits, payments, etc.).
• Identify cross-sell opportunities and refer to experts as needed.
• Partner with Financial Advisors and other bankers to serve clients.

Skills

Customer service

Sales

Communication

Teamwork

Financial transactions

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

You will build relationships, meet financial goals, and work with Advisors across teams to create a digital-first, customer-centric experience.