Personal Banking Advisor

Bank N.A.; Merrill (WI); On-site; USD 37,000 - 46,000; Full time

Job summary

Bank N.A. is seeking a lobby-focused associate to deliver exceptional customer service and guide clients through personal banking options. You will identify needs, offer suitable financial solutions, and promote digital channels to simplify banking for customers.

In this role, you will engage customers, handle transactions, and collaborate with branch teams while adhering to risk and compliance policies to protect customer assets and privacy.

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions that fit their interests.
• Guides customers on digital and self-serve options for a fast, easy banking experience.
• Welcomes customers and conducts conversations about banking services and channels.
• Meets transaction needs with accurate, seamless execution.
• Supports branch operations and risk/compliance processes to safeguard customer assets.

Skills

Customer service

Needs-based selling

Communication

Interpersonal skills

Job description

Bank N.A. is seeking a lobby-focused associate to deliver exceptional customer service and guide clients through personal banking options. You will identify needs, offer suitable financial solutions, and promote digital channels to simplify banking for customers.

In this role, you will engage customers, handle transactions, and collaborate with branch teams while adhering to risk and compliance policies to protect customer assets and privacy.