Relationship Banking Advisor – Personal Lending

noriba GmbH; Greenwood Village (CO); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

A leading financial institution in Greenwood Village is seeking a customer-focused professional to engage with clients, conduct needs assessments for financial solutions, and provide tailored banking experiences. The ideal candidate will have 2-3 years of customer service experience, a relevant degree or equivalent education, and a strong understanding of financial products. This salaried role offers opportunities for career development within a collaborative team environment, including health insurance and competitive pay.

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Appropriate lending qualifications and designations.
• Confident in the use of social media, tablets, and online tools.

Responsibilities

• Proactively engage with customers and prospects.
• Conduct needs assessments to identify financial solutions.
• Support customer transactions based on traffic.
• Make credit recommendations for personal lending.
• Contribute to business results and customer experience.

Skills

Customer service experience

Consultative sales experience

Interpersonal skills

Problem-solving skills

Understanding of financial products

Education

Post-secondary degree in a related field

Tools

Digital tools and applications

Job description

A leading financial institution in Greenwood Village is seeking a customer-focused professional to engage with clients, conduct needs assessments for financial solutions, and provide tailored banking experiences. The ideal candidate will have 2-3 years of customer service experience, a relevant degree or equivalent education, and a strong understanding of financial products. This salaried role offers opportunities for career development within a collaborative team environment, including health insurance and competitive pay.