Senior Client Banking Advisor

Houston Dose; Houston (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

Houston Dose in Houston, Texas, is seeking a dedicated financial center client consultant. You will be the first point of contact for clients, helping them navigate personal banking needs and connecting them with solutions. Responsibilities include assisting clients with transactions and building strong relationships through proactive outreach.

The ideal candidate has a minimum of one year of sales experience in a client-centric environment and possesses strong communication skills. Join us to make a positive impact on our clients' financial lives!

Qualifications

• Minimum of one year sales experience in a client-centric role.
• Demonstrates strong work ethic and customer focus.
• Effective communication skills required.

Responsibilities

• Assist clients with banking needs and conduct follow-ups.
• Educate clients on self-service technologies.
• Manage client interactions and ensure compliance with regulations.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Associate’s degree or bachelor’s degree in business, finance, or a related field

Job description

Houston Dose in Houston, Texas, is seeking a dedicated financial center client consultant. You will be the first point of contact for clients, helping them navigate personal banking needs and connecting them with solutions. Responsibilities include assisting clients with transactions and building strong relationships through proactive outreach.

The ideal candidate has a minimum of one year of sales experience in a client-centric environment and possesses strong communication skills. Join us to make a positive impact on our clients' financial lives!