Personal Banking Relationship Advisor

Bank N.A.; South Milwaukee (WI); Presencial; USD 40 000 - 60 000; Tempo integral

Resumo da oferta

Bank N.A. is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service and advise customers on personal and small business financial solutions. You will assess needs, promote tailored products, and collaborate with branch teams to meet sales and service goals.

The role emphasizes relationship-building, compliance, and providing clear guidance on digital banking options to enhance the customer experience across channels.

Qualificações

• Experience in consultative customer service or sales
• Ability to analyze customer needs and propose suitable financial solutions
• Knowledge of personal banking products and lending options
• Familiarity with risk and compliance considerations in retail banking

Responsabilidades

• Deliver exceptional service to customers and prospects
• Identify needs and provide guidance on banking solutions
• Collaborate with branch and partners to achieve business objectives
• Conduct needs assessments and promote tailored financial products
• Advise on digital and self-serve options to simplify banking
• Support transaction needs and drive customer engagement
• Build relationships through community outreach and proactive outreach

Conhecimentos

Customer service

Sales skills

Communication

Financial services knowledge

Formação académica

Post-secondary degree in related field

Lending qualifications and designations

Descrição da oferta de emprego

Bank N.A. is seeking a customer-focused banking professional in Wisconsin to deliver exceptional service and advise customers on personal and small business financial solutions. You will assess needs, promote tailored products, and collaborate with branch teams to meet sales and service goals.

The role emphasizes relationship-building, compliance, and providing clear guidance on digital banking options to enhance the customer experience across channels.