Premier Banking Advisor: Loans, Deposits & Advisory

Bank-of-Hop; Suwanee (GA); On-site; USD 33,000 - 36,000; Full time

Job summary

Bank of Hope is hiring a relationship-driven banking professional in Suwanee, GA to learn customers' financial needs and offer tailored borrowing and deposit solutions. You will identify lending opportunities, cross-sell treasury and other services, and build long-term client relationships.

The role emphasizes meeting sales targets, delivering excellent service, and collaborating with partners to expand profitable relationships while maintaining regulatory compliance.

Qualifications

• Excellent communication and active listening to learn customer financial needs.
• Strong understanding of sales and financial services to offer tailored solutions.
• Identify lending opportunities (personal, business) with new and existing clients.
• Cross-sell products to drive fee income and revenue.

Responsibilities

• Build and maintain relationships with clients through personalized financial advice and regular reviews.
• Develop sales plans and monitor performance to meet deposit, loan, and fee income targets.
• Conduct outbound activities (phone outreach, events, meetings) to generate branch business.
• Collaborate with bank partners to handle complex financial needs and upsell services.
• Ensure compliance with policies, procedures, and banking regulations during daily duties.

Skills

Communication

Sales aptitude

Financial services knowledge

Relationship building

Negotiation skills

Customer service

Job description

Bank of Hope is hiring a relationship-driven banking professional in Suwanee, GA to learn customers' financial needs and offer tailored borrowing and deposit solutions. You will identify lending opportunities, cross-sell treasury and other services, and build long-term client relationships.

The role emphasizes meeting sales targets, delivering excellent service, and collaborating with partners to expand profitable relationships while maintaining regulatory compliance.