Retail Banking Relationship Advisor

Bank N.A.

Tucson (AZ)

On-site

USD 42,000 - 62,000

Full time

4 days ago

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Job summary

Bank N.A. in Tucson seeks an energetic retail banking associate to deliver superior service and identify tailored financial solutions. You will engage customers to assess needs, offer appropriate lending and everyday banking options, and promote digital self-serve channels.

The role focuses on building loyalty, guiding customers through products, and collaborating with branch teams to meet sales and service goals.

Qualifications

Typically 2–3 years of relevant experience and a post-secondary degree in related field desirable or equivalent experience.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Experience in financial services is an asset.
Confident with social media, tablets, smartphones, online tools and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

Delivers exceptional service to customers and prospects across channels.
Identifies customer needs and provides advice on financial solutions in customers' best interests.
Engages customers to complete needs assessments to grow loyalty and identify opportunities.
Proactively engages with existing customers and prospects to build relationships and grow the bank's business.
Ensures compliance with policies, risk management and regulatory requirements.