Personal Banking Relationship Advisor

Bank N.A.; Riverton (UT); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank N.A. in Riverton, Utah, is seeking a Retail Banking Sales & Service professional to deliver exceptional service and guidance on financial solutions across everyday banking, lending, and home financing.

You will engage with customers and prospects, identify needs, and collaborate with branch partners to enhance the customer experience. The role emphasizes needs-based assessments, promoting digital options, and adherence to lending policies and regulatory requirements while growing customer

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Knowledge of personal and small business needs; retail investments and lending products.
• Proficient with social media, tablets, smartphones, and online tools.
• Experience in consultative sales and delivering personal customer experiences.

Responsibilities

• Delivers exceptional service to customers and prospects in branch and via channels.
• Identifies needs and provides financial solutions aligning with customer goals.
• Promotes digital and self-serve banking options.
• Ensures data accuracy and compliance with lending policies.

Skills

Customer service

Sales experience

Financial services

Retail banking

Social media

Smartphones/tablets

Communication skills

Education

Post-secondary degree

Job description

Bank N.A. in Riverton, Utah, is seeking a Retail Banking Sales & Service professional to deliver exceptional service and guidance on financial solutions across everyday banking, lending, and home financing.

You will engage with customers and prospects, identify needs, and collaborate with branch partners to enhance the customer experience. The role emphasizes needs-based assessments, promoting digital options, and adherence to lending policies and regulatory requirements while growing customer