Relationship Banking Advisor

Hispanic Alliance for Career Enhancement; Valparaiso (IN); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Hispanic Alliance for Career Enhancement is seeking an experienced professional in Retail Banking Sales & Service. The role involves delivering exceptional service and identifying customer needs for financial solutions.

With a focus on engaging customers, you will recommend tailored solutions across various banking products while ensuring compliance with regulatory requirements. Ideal candidates will have 2-3 years of experience and a commitment to customer service excellence.

This position is located in Valparaiso, Indiana, and offers a comprehensive salary package.

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Working knowledge of personal and small business solutions.
• Strong interpersonal skills and problem-solving abilities.

Responsibilities

• Engages customers for needs assessments and identifies financial solutions.
• Offers tailored advice for banking products and services.
• Collaborates with branch teams to enhance customer experiences.

Skills

Customer engagement

Needs-based assessments

Knowledge of retail investments

Consultative sales experience

Analytical skills

Education

Post-secondary degree in relevant field

Tools

Digital banking tools

Social media platforms

Job description

Hispanic Alliance for Career Enhancement is seeking an experienced professional in Retail Banking Sales & Service. The role involves delivering exceptional service and identifying customer needs for financial solutions.

With a focus on engaging customers, you will recommend tailored solutions across various banking products while ensuring compliance with regulatory requirements. Ideal candidates will have 2-3 years of experience and a commitment to customer service excellence.

This position is located in Valparaiso, Indiana, and offers a comprehensive salary package.