Relationship Banking Advisor: Clients & Solutions

Jobtailor; Phoenixville (Chester County); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Phoenixville, PA seeks a customer-focused banker to engage clients in the lobby, educate and assist with self-service channels, and process cash transactions. You will build relationships to meet clients’ financial needs while following all laws and regulations.

Expect to collaborate with lending and investments experts and manage center traffic and calls to drive a superior client experience. You should be an enthusiastic self-starter with strong work ethic, capable of learning new

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and builds strong relationships.
• Able to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively with all clients and adapts to new information/technology.

Responsibilities

• Engage clients in lobby to educate and assist with self-service banking (mobile/online/ATM).
• Accurately and efficiently process cash transactions.
• Have deep conversations to understand clients' financial and life priorities.
• Connect clients to solutions meeting their financial goals.
• Uphold risk culture and operational excellence; follow laws and regulations.
• Build relationships to meet financial needs of clients.
• Follow processes and guidelines in daily activities.
• Grow business knowledge by partnering with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience.

Skills

Client engagement

Relationship building

Self-service banking

Critical thinking

Problem solving

Time management

Weekend availability

Job description

Jobtailor in Phoenixville, PA seeks a customer-focused banker to engage clients in the lobby, educate and assist with self-service channels, and process cash transactions. You will build relationships to meet clients’ financial needs while following all laws and regulations.

Expect to collaborate with lending and investments experts and manage center traffic and calls to drive a superior client experience. You should be an enthusiastic self-starter with strong work ethic, capable of learning new