Financial Guidance Professional

2 days ago


Kingston, Wisconsin, United States National Exchange Bank & Trust Full time
Job Overview

We are seeking a highly skilled Financial Guidance Professional to join our team at National Exchange Bank & Trust. As a Financial Guidance Professional, you will play a critical role in helping customers make informed decisions about their financial needs.

Key Responsibilities:

  • Provide guidance to customers on their financial needs, including budgeting and saving.
  • Offer suitable bank products and services to meet customer requirements.
  • Develop strong relationships with customers and coworkers to ensure a positive and supportive work environment.

Requirements:

  • Excellent interpersonal and communication skills.
  • Ability to analyze complex financial data and provide recommendations.
  • A high school diploma or equivalent.

Estimated Salary: $48,000 - $65,000 per year, depending on experience. Benefits include health, dental, and vision insurance, health savings account with employer contributions, short and long-term disability, employer-paid life and AD&D insurance, voluntary life, flexible spending accounts, accident, critical illness, hospital indemnity, and legal insurance, 401(k) with employer match and profit sharing, paid time off, flexible scheduling, education assistance program, and product and service discounts.

About Us:

National Exchange Bank & Trust is a trusted business partner, employer, and community member, committed to providing exceptional customer service and support to our clients.



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