Senior Banking Advisor — Personal Financial Solutions

Jobtailor; Greendale (WI); On-site; USD 45,000 - 70,000; Full time

Job summary

Jobtailor is seeking a branch banking professional in Wisconsin to engage customers face-to-face, assess needs, and educate on deposits, loans, and digital tools. You will process accounts, open/close branches, and originate consumer loans while ensuring regulatory compliance and strong customer service.

The role emphasizes accurate information handling, cash experience, and adaptability to evolving financial technology and policies in a busy branch setting.

Qualifications

• NMLS registration under the SAFÉ Act of 2008 and Regulation Z.
• Ongoing compliance with all legal/regulatory registration requirements, including criminal and credit record checks.
• High school diploma or equivalent.
• Five+ years of job-related, retail banking experience or equivalent training.
• Effective and confident client communication.
• Proven ability to learn and adapt to new information and technology platforms.
• Experience in financial services and knowledge of financial products and solutions.
• Cash handling experience.
• Active listening and excellent problem-solving skills.
• Ability to teach customers how to use digital technology.
• Comprehensive knowledge of bank and branch policies, procedures and support systems.
• Ability to comply with U.S. Bank policies and procedures, including Code of Ethics and safety policies.

Responsibilities

• Build relationships with customers through face-to-face engagement.
• Assess and attend to customers’ banking needs.
• Obtain and process customer and account information.
• Educate clients on deposit and loan products and services.
• Recommend financial solutions based on customers’ goals and needs.
• Originate and close consumer loans.
• Open accounts.
• Open and/or close the branch.

Skills

Client engagement

Retail banking experience

Cash handling

Effective communication

Financial services knowledge

Active listening

Problem-solving

Adaptability

Digital technology training

Education

NMLS Registration

High school diploma or equivalent

Job description

Jobtailor is seeking a branch banking professional in Wisconsin to engage customers face-to-face, assess needs, and educate on deposits, loans, and digital tools. You will process accounts, open/close branches, and originate consumer loans while ensuring regulatory compliance and strong customer service.

The role emphasizes accurate information handling, cash experience, and adaptability to evolving financial technology and policies in a busy branch setting.