Relationship Banking Specialist

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

Benefits offered by this job

Comprehensive benefits package

Job summary

The Hispanic Alliance for Career Enhancement in Monona, WI, is seeking individuals to deliver exceptional service to customers while identifying their financial needs and offering tailored banking solutions. You will collaborate within a versatile team to enhance overall customer experience and achieve business objectives.

The ideal candidate has 2-3 years of experience in financial services with a strong background in consultative sales. Comprehensive training and opportunities for growth are provided.

Qualifications

• 2-3 years of relevant experience, preferably in financial services.
• Experience in consultative customer service or sales roles.
• Strong interpersonal and communication skills.

Responsibilities

• Engage with customers to identify their financial needs.
• Provide tailored banking solutions to enhance customer experience.
• Make credit recommendations for personal lending transactions.

Skills

Customer needs assessment

Consultative sales experience

Knowledge of personal and small business banking

Social media proficiency

Education

Post-secondary degree in related field

Job description

The Hispanic Alliance for Career Enhancement in Monona, WI, is seeking individuals to deliver exceptional service to customers while identifying their financial needs and offering tailored banking solutions. You will collaborate within a versatile team to enhance overall customer experience and achieve business objectives.

The ideal candidate has 2-3 years of experience in financial services with a strong background in consultative sales. Comprehensive training and opportunities for growth are provided.