Bank Clerk

2 weeks ago


Taos Ski Valley, New Mexico, United States Aurora Technologies Full time
Join Aurora Technologies as a Bank Clerk - Customer Advisor for Investments and Retirement

We are a forward-thinking company that values tradition and innovation. Our cooperative principle of 'One for all - all for one' guides our actions and fosters a strong team spirit. As a Bank Clerk - Customer Advisor for Investments and Retirement, you will work in a dynamic and secure environment, collaborating with colleagues to achieve our goals.

You will provide expert advice to customers on sustainable investment and retirement solutions, leveraging our range of products and services. We offer opportunities for professional growth and development, ensuring a long-term perspective for our employees.

Your Key Responsibilities
  • Open and manage checking accounts, serving as the foundation for our consulting business and a key element of our cross-selling strategy.
  • Offer needs-based advice to customers within our standardized product range, focusing on investments and the sale of products from our partner companies.
  • Directly sell relevant products, ensuring customers receive tailored solutions.
  • Proactively identify customer needs and opportunities for cross-selling, referring them to the appropriate team members.
What We Offer
  • A modern and secure working environment.
  • Opportunities for professional growth and development.
  • A collaborative and dynamic team.
  • A range of products and services to support customer needs.

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