Senior Banking Advisor: Relationship & Financial Solutions

Jobtailor; Austin (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Jobtailor in Austin, TX seeks a customer-focused Banking Sales Associate to build relationships, uncover financial needs, and recommend the best products and services.

You will respond to inquiries, open accounts, quote rates, and guide clients through digital self-serve options while ensuring regulatory compliance.

This role requires at least one year of sales experience, strong communication, and the ability to work weekends at various financial centers.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction leveraging available tools.

Skills

Sales experience

Client relationship management

Financial product knowledge

Critical thinking

Time management

Tools

Technology platforms

Client interaction tools

Digital Assisted Shopping

Job description

Jobtailor in Austin, TX seeks a customer-focused Banking Sales Associate to build relationships, uncover financial needs, and recommend the best products and services.

You will respond to inquiries, open accounts, quote rates, and guide clients through digital self-serve options while ensuring regulatory compliance.

This role requires at least one year of sales experience, strong communication, and the ability to work weekends at various financial centers.