Personal Banking Relationship Advisor

Bank N.A.; Wisconsin Rapids (WI); Presencial; USD 38.000 - 60.000; Jornada completa

Descripción de la vacante

Bank N.A. in Wisconsin Rapids seeks a customer-focused banking professional to deliver exceptional service, identify customer needs, and advise on financial solutions across channels.

You will engage with clients, complete needs assessments for everyday banking, lending, home financing, retail investments, and small business needs, and promote digital options while ensuring compliance and accurate data entry.

Formación

• Typically 2–3 years of relevant experience.
• Post-secondary degree in related field desirable.
• Experience in financial services is an asset.
• Proficient with personal banking products and lending products.

Responsabilidades

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides tailored financial solutions.
• Engages customers to grow relationships across channels.
• Promotes digital and self-serve options to simplify banking.
• Ensures accurate data entry and compliance with lending policies.

Conocimientos

Customer service

Sales experience

Banking knowledge

Communication

Teamwork

Educación

Post-secondary degree in related field

Descripción del empleo

Bank N.A. in Wisconsin Rapids seeks a customer-focused banking professional to deliver exceptional service, identify customer needs, and advise on financial solutions across channels.

You will engage with clients, complete needs assessments for everyday banking, lending, home financing, retail investments, and small business needs, and promote digital options while ensuring compliance and accurate data entry.