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Senior Banking Consultant

2 months ago

Topeka, Kansas, United States Kansas Action for Children Full time

Position Overview:

This role at Kansas Action for Children is designed for a proactive service-oriented professional dedicated to fostering and enhancing relationships with our esteemed clientele. The individual will be responsible for delivering exceptional client service while possessing comprehensive knowledge of a wide array of banking products and services.

Key Responsibilities:

  • Identify and assess client needs, providing tailored banking solutions.
  • Act as the primary liaison for key client banking relationships.
  • Maintain and expand existing client relationships through regular reviews and proactive communication.
  • Collaborate with colleagues across the organization to ensure seamless service delivery.
  • Manage multiple priorities effectively in a dynamic work environment.
  • Stay informed about Kansas Action for Children's private banking and wealth management offerings to deliver expert guidance to clients.

Qualifications:

A Bachelor's degree is preferred, along with a minimum of three years of experience in client-facing roles within a financial institution. Experience in private banking is advantageous.

Required Skills:

  • Highly motivated with a dynamic approach to client engagement.
  • Exceptional verbal and written communication abilities.
  • Thorough understanding of banking and wealth management products.
  • Familiarity with competitor offerings to provide competitive insights.
  • Proficient in Microsoft Office Suite, including Word, Excel, Outlook, Access, and PowerPoint.

Licenses and Certifications:

Registered with the Nationwide Mortgage Lending System or the ability to meet registration qualifications.

Physical Requirements:

This position may involve extended periods of computer use, along with occasional lifting of up to 25 lbs. Clear communication skills are essential for effective interaction with clients.

Work Environment:

Typical office conditions apply, with some travel required.

This job description is not intended to be an exhaustive list of responsibilities and may be subject to change as needed.