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Financial Services Advisor

2 months ago

Mt Pleasant, South Carolina, United States Guaranty Bank & Trust Full time

Join our team at Guaranty Bank & Trust as a dedicated Personal Banker, where you will play a vital role in enhancing our customer experience and fostering an inclusive workplace culture.

Key Responsibilities:

  • Build strong relationships with clients by identifying their financial needs and recommending suitable products and services.
  • Take charge of the customer journey, ensuring smooth onboarding and effective resolution of service inquiries.
  • Proactively reach out to new clients via phone to confirm satisfaction, address concerns, and identify further financial opportunities.
  • Assist and educate customers in person and over the phone on utilizing self-service technologies for their transactions.
  • Connect clients with specialized financial experts for loans, mortgages, treasury management, or investment services.
  • Engage in community outreach by attending local events and meeting with businesses to promote our banking services.
  • Handle various transactions, including account openings, deposits, loan payments, check cashing, and issuing money orders.
  • Adhere to privacy policies and maintain the confidentiality of customer information.
  • Comply with all applicable federal, state, and local regulations governing financial institutions, as well as company policies.
  • Complete all required regulatory compliance training as assigned.
  • Perform additional tasks as directed by management.
Qualifications & Skills:
  • Demonstrated passion and commitment to enhancing the financial well-being of our customers.
  • Exceptional communication skills to build trust-based relationships with clients.
  • Strong analytical and problem-solving abilities to effectively address customer needs.
  • Proactive mindset with a commitment to continuous improvement and adaptability.
  • Ability to work collaboratively with team members to achieve common objectives.
  • Proficient in Microsoft Office applications.
  • Willingness to work flexible hours, including weekends and evenings.
  • Bilingual candidates are preferred.
Education, Experience & Licenses:
  • High school diploma or equivalent is preferred.
  • At least six months of experience in banking or customer service is required.
  • A minimum of six months of cash handling experience is necessary.

Guaranty Bank & Trust is an Equal Opportunity Employer, welcoming applicants from diverse backgrounds.