Customer-Centric Banking Relationship Advisor

Bank N.A.; Kenosha (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank N.A. in Kenosha, Wisconsin is seeking a customer-focused banking professional to deliver exceptional service by identifying customer needs and advising on a range of financial solutions across personal and small business banking, investments, and lending.

The role involves proactive engagement with customers, conducting needs assessments, guiding channel choices, and collaborating with branch teams and partners to grow relationships while ensuring compliance and accurate data entry.

Qualifications

• Typically 2–3 years of relevant experience in financial services or a related field
• Experience in a consultative customer service or sales role
• Working knowledge of personal and small business customer needs and solutions
• Knowledge of retail investments and lending products is an asset
• Appropriate lending qualifications and designations are desirable

Responsibilities

• Delivers exceptional service to customers and prospects, identifies needs, and provides guidance on financial solutions
• Engages with customers to complete needs assessments and grow loyalty
• Recommends tailored solutions across everyday banking, lending, and small business needs
• Supports customers in choosing digital and self-serve options to make banking easier
• Probes to understand customer banking needs and integrates marketing promotions into conversations
• Maintains knowledge of products and regulatory requirements and ensures accurate data entry and lending recommendations
• Works collaboratively with branch and market teams and across channels to deliver a positive customer experience
• Addresses questions and resolves issues while following risk and compliance processes

Education

Post-secondary degree in related field

Job description

Bank N.A. in Kenosha, Wisconsin is seeking a customer-focused banking professional to deliver exceptional service by identifying customer needs and advising on a range of financial solutions across personal and small business banking, investments, and lending.

The role involves proactive engagement with customers, conducting needs assessments, guiding channel choices, and collaborating with branch teams and partners to grow relationships while ensuring compliance and accurate data entry.