Personal Banking Relationship Advisor

Bank N.A.; Santa Ana (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank N.A. in the United States seeks a customer advisor to deliver exceptional service, identify needs, and provide guidance on financial solutions aligned with customers' best interests.

You will work across branch and partner channels to create a seamless banking experience. The role emphasizes proactive engagement, needs-based assessments, tailored recommendations for everyday banking, lending, investments, and small business solutions, plus guiding clients to digital options and handling

Qualifications

• 2–3 years of relevant experience and post-secondary degree in related field desirable.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects, identifying needs and providing guidance on financial solutions.
• Engages customers to complete needs assessments to grow loyalty and identify opportunities.
• Promotes digital and self-serve options to make banking easy, simple, and fast.
• Supports customer transactions and builds relationships across branches and channels.
• Adheres to risk, regulatory, and privacy requirements while safeguarding customer assets.

Skills

Customer service

Sales experience

Financial solutions

Needs-based assessments

Education

Post-secondary degree

Job description

Bank N.A. in the United States seeks a customer advisor to deliver exceptional service, identify needs, and provide guidance on financial solutions aligned with customers' best interests.

You will work across branch and partner channels to create a seamless banking experience. The role emphasizes proactive engagement, needs-based assessments, tailored recommendations for everyday banking, lending, investments, and small business solutions, plus guiding clients to digital options and handling