Retail Banking Advisor: Grow Loyal Clients & Solutions

Bank N.A.; Elm Grove (WI); On-site; USD 22,000 - 30,000; Full time

Job summary

Bank N.A. in Wisconsin seeks a customer-focused banking professional to provide exceptional service and needs-based financial guidance at the branch. You will engage customers, assess personal and small business needs, and recommend tailored solutions across everyday banking, lending, and digital channels.

You will drive loyalty, support transactions, and collaborate with team members to deliver an outstanding customer experience while complying with regulatory policies and risk controls.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.

Responsibilities

• Delivers exceptional service to customers and prospects, advising on financial solutions in their best interests.
• Proactively engages with customers to grow loyalty and identify opportunities.
• Engages customers to assess needs and tailor banking solutions across channels.
• Offers guidance on digital and self-serve options to make banking easy and fast.
• Ensures compliance with legal and regulatory requirements and lending policies.

Skills

Customer service

Sales

Financial services

Communication

Education

Post-secondary degree

Lending qualifications

Tools

Social media

Online tools

Smartphones/tablets

Job description

Bank N.A. in Wisconsin seeks a customer-focused banking professional to provide exceptional service and needs-based financial guidance at the branch. You will engage customers, assess personal and small business needs, and recommend tailored solutions across everyday banking, lending, and digital channels.

You will drive loyalty, support transactions, and collaborate with team members to deliver an outstanding customer experience while complying with regulatory policies and risk controls.