Member-Driven Financial Solutions Advisor

Clear Destination Inc.

Ann Arbor (MI)

On-site

USD 42,000 - 64,000

Full time

9 days ago
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Job summary

Clear Destination Inc. is seeking a Relationship Banker at our Carpenter Rd, Ann Arbor, MI branch. You will build member relationships, promote tailored financial solutions, and handle transactions with accuracy and efficiency.

The role requires a HS diploma, 1 year of sales experience in a financial institution, strong service skills, and Saturday availability. You will work in a fast paced, team environment, offering notary services and growth opportunities.

Qualifications

  • One year goal driven sales experience in a financial institution.
  • Demonstrated customer service skills.
  • Ability to promote financial products using effective sales skills.
  • Willingness to work in a fast paced, goal oriented environment.
  • Ability to move up to 50 lbs.

Responsibilities

  • Maintain a high level of product knowledge to efficiently serve members.
  • Provide superior service to prospective and existing members in a timely manner.
  • Actively promote and communicate potential financial opportunities.
  • Meet individual sales goals.
  • Process new accounts and daily work accurately and efficiently.
  • Accurately process teller transactions in a multitasking environment.
  • Adhere to branch compliance and security procedures.
  • Provide notary services.
  • Balance daily membership and loan transactions.

Skills

Sales mindset
Customer service
Interpersonal skills
Communication
Cash handling

Education

High school diploma or equivalent

Tools

Microsoft Windows

Job description

Clear Destination Inc. is seeking a Relationship Banker at our Carpenter Rd, Ann Arbor, MI branch. You will build member relationships, promote tailored financial solutions, and handle transactions with accuracy and efficiency.

The role requires a HS diploma, 1 year of sales experience in a financial institution, strong service skills, and Saturday availability. You will work in a fast paced, team environment, offering notary services and growth opportunities.

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