Banking Relationship Advisor

Banking Relationship Advisor

As a Banking Relationship Advisor, you will be at the forefront of delivering exceptional service and fostering long-lasting financial relationships. Your primary responsibility is to understand customer needs, offer personalized banking solutions, and contribute to achieving branch sales and service goals. We are looking for a customer-centric, detail-oriented individual who is motivated to help clients navigate their financial journeys and achieve success.

Key Responsibilities:

• Provide outstanding customer service by addressing inquiries and resolving concerns promptly and professionally.
• Assist clients in understanding and choosing the right consumer deposit products tailored to their financial needs.
• Engage in a structured sales process by proactively following up with new clients, making outbound calls, and utilizing referrals to strengthen customer relationships.
• Direct clients to other banking services and departments to ensure a comprehensive approach to meeting their financial needs.
• Ensure strict adherence to operational, security, risk, and regulatory policies and procedures.
• Apply strong communication skills to build and maintain relationships while recommending appropriate financial products and services.
• Take on additional responsibilities as needed to support the overall operation of the branch.

Basic Qualifications:

• High school diploma or GED required. A Bachelor’s degree is a plus.
• Minimum of one year of customer service experience in an administrative, financial, or sales environment, or military service experience.

Preferred Qualifications:

• Over one year of experience in customer service, preferably in banking, financial services, or sales-driven environments.
• Experience handling cash transactions.
• Comfortable using technology, including mobile banking apps and online services, to serve clients effectively.