Personal Banking & Relationship Advisor

Sonata Bank; Nashville (TN); On-site; USD 42,000 - 70,000; Full time

Job summary

Sonata Bank is seeking a Client Advisor to build strong client relationships and deliver a personalized banking experience in Nashville. The role focuses on understanding client financial needs, recommending suitable products, and guiding both clients and colleagues to achieve service excellence.

Ideal candidates will have at least two years in customer service or sales, strong communication skills, and comfort with Microsoft Office and social media to promote the bank locally.

Qualifications

• High school diploma or GED required.
• At least two years of experience in customer service, sales, or a goal-driven environment.
• Strong communication and people skills, with the ability to explain information clearly to clients and coworkers.
• Positive, team-oriented attitude and the ability to work well in a fast-paced banking environment.
• Ability to build relationships, understand customer needs, and provide the right financial solutions.
• Ability to support, coach, and guide the branch team when needed.
• Comfortable using Microsoft Office and other computer systems.
• Able to use social media to promote the bank and stay informed about the local market.

Responsibilities

• Build and maintain strong relationships with clients.
• Understand clients’ financial needs and recommend appropriate products and services.
• Provide professional support to clients, and internal departments with account openings, account maintenance, and other banking-related needs.
• Provide excellent customer service and resolve client concerns.
• Identify opportunities to deepen existing relationships and bring in new business.
• Make outbound calls and follow up with clients and prospects.
• Promote bank products and services that meet clients’ financial goals.
• Work closely with the team to provide smooth and positive client experience.
• Represent Sonata Bank in a professional and positive manner.

Skills

Communication skills

People skills

Relationship building

Social media

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Sonata Bank is seeking a Client Advisor to build strong client relationships and deliver a personalized banking experience in Nashville. The role focuses on understanding client financial needs, recommending suitable products, and guiding both clients and colleagues to achieve service excellence.

Ideal candidates will have at least two years in customer service or sales, strong communication skills, and comfort with Microsoft Office and social media to promote the bank locally.