Personal Banking Relationship Advisor

Hispanic Alliance for Career Enhancement; Munster (IN); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

The Hispanic Alliance for Career Enhancement seeks a dedicated professional for a dynamic role in Munster, Indiana. This position focuses on engaging customers, assessing banking needs, and providing tailored financial solutions that foster loyalty and growth.

Qualified candidates will possess 2–3 years of experience in customer service, a relevant degree, and a commitment to enhancing individual customer experiences. Benefits include health insurance and retirement savings plans.

Qualifications

• 2 - 3 years of relevant experience in a consultative customer service role.
• Willingness to adapt to varying customer needs and situations.
• Strong interpersonal skills to build rapport with customers.

Responsibilities

• Lead in engaging existing customers and prospects.
• Conduct needs assessments for financial solutions.
• Provide advice on digital banking options.
• Support customer transactions based on traffic.
• Generate appointments and grow relationships in the community.

Skills

Customer engagement

Financial knowledge

Consultative sales

Communication skills

Problem-solving

Analytical skills

Education

Post-secondary degree in related field

Job description

The Hispanic Alliance for Career Enhancement seeks a dedicated professional for a dynamic role in Munster, Indiana. This position focuses on engaging customers, assessing banking needs, and providing tailored financial solutions that foster loyalty and growth.

Qualified candidates will possess 2–3 years of experience in customer service, a relevant degree, and a commitment to enhancing individual customer experiences. Benefits include health insurance and retirement savings plans.