Personal Banking Relationship Advisor

Hispanic Alliance for Career Enhancement; San Francisco (CA); On-site; USD 50,100 - 82,800; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Hispanic Alliance for Career Enhancement seeks individuals for a Retail Banking Sales role focused on customer service and financial solutions. The successful candidate will engage clients, conduct needs assessments, and collaborate closely across branches.

Qualified candidates should have 2-3 years' experience, a post-secondary degree in a related field, and be comfortable using various financial service tools. The position offers a competitive salary range of $50,100.00 to $82,800.00, along with comprehensive benefits.

Qualifications

• 2-3 years of relevant experience desired.
• Appropriate lending qualifications required.
• Experience in financial services is an asset.

Responsibilities

• Proactively engage with existing customers for financial solutions.
• Complete needs assessments to recommend tailored banking options.
• Track customer transactions and assist in banking processes.

Skills

Customer engagement

Financial advising

Sales proficiency

Interpersonal communication

Education

Post-secondary degree in related field

Tools

Financial services software

Social media tools

Job description

Hispanic Alliance for Career Enhancement seeks individuals for a Retail Banking Sales role focused on customer service and financial solutions. The successful candidate will engage clients, conduct needs assessments, and collaborate closely across branches.

Qualified candidates should have 2-3 years' experience, a post-secondary degree in a related field, and be comfortable using various financial service tools. The position offers a competitive salary range of $50,100.00 to $82,800.00, along with comprehensive benefits.