Relationship Banker: Trusted Advisor & Client Growth

Bank of Ann Arbor; Howell (MI); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of Ann Arbor in Howell, MI is seeking a New Accounts Representative to build long-term client relationships in person and by phone. You will understand clients' financial needs and advise with appropriate product recommendations or referrals to specialists.

You'll support daily branch operations, ensuring accurate records and secure handling of all monies while delivering consistently high-quality service to a diverse client base.

Qualifications

• Three years previous experience as a new accounts representative or other banking position.
• Sales-oriented with ability to identify customer needs and offer appropriate products.
• Proficient with bank systems and basic computer operations.
• Excellent customer service and communication skills.

Responsibilities

• Build long-term relationships with new and existing clients in-person and by phone.
• Understand clients' financial needs and address with product recommendations or referrals to internal financial partners.
• Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis.
• Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.

Skills

Sales orientation

Customer service

Communication skills

Computer skills

Education

Associate’s degree or equivalent

Job description

Bank of Ann Arbor in Howell, MI is seeking a New Accounts Representative to build long-term client relationships in person and by phone. You will understand clients' financial needs and advise with appropriate product recommendations or referrals to specialists.

You'll support daily branch operations, ensuring accurate records and secure handling of all monies while delivering consistently high-quality service to a diverse client base.