Relationship Banker & Financial Solutions Advisor

Jobtailor; Duluth (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor in Minnesota (Duluth) is seeking a customer-focused Banking Specialist to engage clients face-to-face, assess banking needs, open accounts, and originate consumer loans while delivering tailored financial guidance.

You will educate customers on deposit and loan products, process applications, ensure NMLS compliance, and support branch operations with strong communication and problem-solving skills.

Qualifications

• High school diploma or equivalent required.
• NMLS registration required and ongoing compliance.
• Experience in financial services and knowledge of products.
• Excellent communication and problem-solving skills.

Responsibilities

• Build relationships with customers by meeting face to face and engaging them when and where they need the best possible counsel.
• Assess and attend to customers’ banking needs and educate on deposit and loan products.
• Originate and close consumer loans and open accounts.
• Open and/or close the branch and ensure compliance with policies and procedures.
• Process customer information and teach digital banking tools.

Skills

Client communication

Active listening

Problem-solving

Digital technology training

Cash handling

Consumer loan origination

Account opening

Regulatory compliance

Effective communication

Education

High school diploma or equivalent

NMLS registration

Tools

CRM systems

Banking software

Job description

Jobtailor in Minnesota (Duluth) is seeking a customer-focused Banking Specialist to engage clients face-to-face, assess banking needs, open accounts, and originate consumer loans while delivering tailored financial guidance.

You will educate customers on deposit and loan products, process applications, ensure NMLS compliance, and support branch operations with strong communication and problem-solving skills.