Financial Advisor I
3 days ago
The Retail Banker I is responsible for delivering exceptional customer experiences by providing financial expertise and consultative advice. This includes identifying opportunities to educate customers on bank products and services, making product recommendations based on customer needs, and utilizing CRM tools to proactively assess customer solutions.
Key Performance Indicators:
- Identify opportunities to educate customers on bank products and services
- Make product recommendations based on customer needs
- Utilize CRM tools to proactively assess customer solutions
Education and Experience:
- High School Diploma or Equivalent required
- 1+ year relevant experience preferred
- Teller experience (Preferred)
- Cross-trained to take customer transactions
Skills and Qualifications:
- Superior Customer Service skills
- Strong organization skills to handle multiple tasks in a fast-paced environment
- Excellent communication skills with ability to be concise, clear, and consistent
- Demonstrated ability to schedule and prioritize work
- Demonstrated ability to work independently and within deadlines
- Sound judgment in decision making and effective problem solving
- Proficient in Microsoft Office
- Notary License (Preferred)
Estimated Salary:
$50,000-$60,000 per year
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