Relationship Banker: Personal Banking & Lending Advisor

Hispanic Alliance for Career Enhancement; Fox Point (WI); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

The Hispanic Alliance for Career Enhancement is seeking a dedicated professional to deliver exceptional customer service and tailor financial solutions for clients in Fox Point, Wisconsin.

This role involves engaging customers in needs assessments, making credit recommendations, and supporting transactions. Ideal candidates should have 2-3 years of experience in customer service or sales, with strong problem-solving skills.

The position offers a salary ranging from $41,714 to $65,000 and includes health insurance and retirement savings plans.

Qualifications

• 2 - 3 years of relevant experience.
• Experience in consultative customer service or sales role.
• Strong interpersonal skills and problem-solving abilities.

Responsibilities

• Engages customers to complete needs assessments for financial solutions.
• Offers advice on available banking options and services.
• Maintains knowledge of personal banking products and trends.

Skills

Customer engagement

Communication skills

Problem-solving

Interpersonal skills

Sales experience

Education

Post-secondary degree in related field

Job description

The Hispanic Alliance for Career Enhancement is seeking a dedicated professional to deliver exceptional customer service and tailor financial solutions for clients in Fox Point, Wisconsin.

This role involves engaging customers in needs assessments, making credit recommendations, and supporting transactions. Ideal candidates should have 2-3 years of experience in customer service or sales, with strong problem-solving skills.

The position offers a salary ranging from $41,714 to $65,000 and includes health insurance and retirement savings plans.