Customer-Centric Banking Advisor

QNBT; Pooler (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

QNBT in Pooler, Georgia is looking for a dedicated banking professional to provide exceptional customer service while processing transactions and educating clients about our services. The ideal candidate should prefer a Bachelor’s degree and possess experience in a retail banking environment.

This role involves managing client conversations to assess financial needs and recommend appropriate banking products. The successful applicant will have strong interpersonal skills and familiarity with banking regulations.

Qualifications

• Bachelor’s degree preferred along with previous retail banking experience.
• General familiarity with information systems architecture.
• Familiarity with Graham-Leach-Bliley Act and banking regulations.

Responsibilities

• Conducts client conversations to identify financial needs.
• Processes transactions including receiving and paying out money.
• Completes sales documentation for performance tracking.

Skills

Interpersonal

Microsoft Office Suite

Education

Bachelor's Degree preferred

Tools

Office

Office365

Active Directory

Banking applications

Job description

QNBT in Pooler, Georgia is looking for a dedicated banking professional to provide exceptional customer service while processing transactions and educating clients about our services. The ideal candidate should prefer a Bachelor’s degree and possess experience in a retail banking environment.

This role involves managing client conversations to assess financial needs and recommend appropriate banking products. The successful applicant will have strong interpersonal skills and familiarity with banking regulations.