Retail Banking Relationship Specialist

Bank N.A.; Albuquerque (NM); On-site; USD 40,000 - 70,000; Full time

Job summary

Bank N.A. Sandia Plaza branch is seeking an advisor to deliver exceptional service, identify customer needs, and guide them to financial solutions across everyday banking, lending, and investments. You will engage customers, perform needs assessments, and recommend tailored options while promoting digital channels.

The role emphasizes collaboration with branch partners, compliance with policies, and a customer-centric approach to grow loyalty and relationships within the Albuquerque market.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in a related field is desirable.
• Experience in financial services is an asset.
• Confident and experienced in using social media, tablets, and online tools.
• Experience in a consultative customer service or sales role.

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs.
• Provides advice and guidance on financial solutions in customers' best interests.
• Collaborates with branch and partners to achieve business objectives.
• Engages customers with needs-based assessments to grow loyalty and opportunities.
• Recommends tailored banking and lending solutions and guides digital/self-serve options.

Skills

Customer service

Sales experience

Needs-based assessments

Relationship building

Consultative approach

Education

Post-secondary degree

Investment products registration (Canada only)

Tools

Social media apps

Online tools

Job description

Bank N.A. Sandia Plaza branch is seeking an advisor to deliver exceptional service, identify customer needs, and guide them to financial solutions across everyday banking, lending, and investments. You will engage customers, perform needs assessments, and recommend tailored options while promoting digital channels.

The role emphasizes collaboration with branch partners, compliance with policies, and a customer-centric approach to grow loyalty and relationships within the Albuquerque market.