Retail Banking Relationship Advisor

Bank N.A.; Wilmette (IL); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank N.A. in Wilmette, IL seeks a customer-focused Banking Advisor to deliver exceptional service and guidance on financial solutions. You will engage with customers, assess needs, and promote tailored banking options through branches and digital channels.

The role emphasizes proactive outreach, relationship building, and adherence to regulatory requirements while maintaining data accuracy and a personal customer experience across all interactions.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, 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.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to grow loyalty and identify opportunities.
• Recommends tailored solutions addressing banking needs across channels.
• Keeps knowledge of personal banking products and trends up to date.

Skills

Customer service

Sales experience

Financial products knowledge

Communication skills

Digital banking tools

Education

Post-secondary degree in related field

Lending qualifications/designations

Job description

Bank N.A. in Wilmette, IL seeks a customer-focused Banking Advisor to deliver exceptional service and guidance on financial solutions. You will engage with customers, assess needs, and promote tailored banking options through branches and digital channels.

The role emphasizes proactive outreach, relationship building, and adherence to regulatory requirements while maintaining data accuracy and a personal customer experience across all interactions.