Relationship Banking Advisor

Bank N.A.; Woodstock (IL); On-site; USD 42,000 - 58,000; Full time

Job summary

Bank N.A. in Illinois is seeking a customer-focused retail banking advisor to deliver exceptional service to customers and prospects. You will identify needs, provide tailored financial solutions, and guide clients through everyday banking, lending, and investment options.

You will engage with customers to conduct needs assessments, promote digital tools, and support transactions while building lasting relationships with the community and ensuring compliance with all regulatory requirements.

Qualifications

• 2-3 years of relevant experience or equivalent education
• Experience in financial services is an asset
• Experience in a consultative customer service or sales role
• Working knowledge of personal and small business customer needs and solutions

Responsibilities

• Delivers exceptional service to customers and prospects; identifies needs and provides advice on financial solutions
• Leads needs-based assessments to grow loyalty and identify opportunities
• Engages customers to complete assessments and recommends tailored banking solutions
• Offers guidance on digital and self-serve options to make banking easy and fast
• Supports customer transactions and engages in outreach to build relationships within the community
• Ensures compliance with risk, regulatory requirements, and lending policies
• Makes credit recommendations for personal lending and home financing in line with bank policies

Skills

Customer service

Consultative selling

Sales-focused

Communication skills

Financial services knowledge

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools & apps

Job description

Bank N.A. in Illinois is seeking a customer-focused retail banking advisor to deliver exceptional service to customers and prospects. You will identify needs, provide tailored financial solutions, and guide clients through everyday banking, lending, and investment options.

You will engage with customers to conduct needs assessments, promote digital tools, and support transactions while building lasting relationships with the community and ensuring compliance with all regulatory requirements.