Relationship Banking Advisor

Bank of Ann Arbor, Inc.

Howell (MI)

Hybrid

USD 40,000 - 52,000

Full time

14 days+

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Job summary

Bank of Ann Arbor, Inc. is seeking a branch associate responsible for cultivating long-term client relationships both in person and by phone. You will assess financial needs and offer tailored product solutions or refer clients to internal specialists.

The role emphasizes superior service, accurate record-keeping, and secure handling of funds in daily branch operations. The ideal candidate has at least three years of experience in new accounts or related banking roles, a strong sales

Qualifications

  • Three years of experience as a new accounts representative or similar banking role.
  • Sales orientation with ability to anticipate needs and sell banking products.
  • Proficient computer skills including keyboard, ten-key pad, and access to bank systems.
  • Excellent customer service and communication abilities with diverse clients.

Responsibilities

  • Build long-term relationships with new and existing clients in-person and by phone.
  • Understand client financial needs and address with appropriate product recommendations or referrals.
  • Manage branch relationships and deliver high-quality service consistently.
  • Support daily branch operations and ensure accurate records and secure handling of all monies.

Skills

Sales orientation
Customer service
Communication skills
Proficient computer skills
Banking product knowledge

Education

Associate's degree or equivalent

Tools

Keyboard skills
Ten-key pad
Bank wide systems

Job description

Bank of Ann Arbor, Inc. is seeking a branch associate responsible for cultivating long-term client relationships both in person and by phone. You will assess financial needs and offer tailored product solutions or refer clients to internal specialists.

The role emphasizes superior service, accurate record-keeping, and secure handling of funds in daily branch operations. The ideal candidate has at least three years of experience in new accounts or related banking roles, a strong sales

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