Retail Banking Relationship Advisor

Bank N.A.; Rolling Meadows (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank N.A. is seeking a Retail Banking Sales & Service specialist in the United States to deliver exceptional service and provide needs-based financial guidance to customers and prospects.

You will identify customer needs, engage with the community, and collaborate with branch partners to ensure a seamless banking experience across channels. The role emphasizes proactive engagement, tailored financial solutions, and utilization of digital self-serve options while maintaining compliance with

Qualifications

• 2–3 years of relevant experience with a post-secondary degree or equivalent mix of education and experience.
• Registration to sell investment products (Canada only) where applicable.
• Lending qualifications and designations.
• Knowledge of personal and small business customer needs and solutions.
• Knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Proficient with social media, tablets, smartphones, online tools and apps.
• Experience in consultative customer service or sales with a personal customer experience focus.
• Passionate about helping customers.
• Drive to deliver a personal customer experience.

Skills

Customer service

Sales

Financial products knowledge

Digital tools

Communication skills

Education

Post-secondary degree

Job description

Bank N.A. is seeking a Retail Banking Sales & Service specialist in the United States to deliver exceptional service and provide needs-based financial guidance to customers and prospects.

You will identify customer needs, engage with the community, and collaborate with branch partners to ensure a seamless banking experience across channels. The role emphasizes proactive engagement, tailored financial solutions, and utilization of digital self-serve options while maintaining compliance with