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Client Relationship Advisor

2 months ago

Bedford, New Hampshire, United States Bankprov Full time
Client Relationship Advisor

BankProv:

BankProv is a reputable financial institution dedicated to excellence and a customer-focused approach. Our goal is to deliver superior banking services and innovative solutions tailored to the diverse needs of our clientele. As a subsidiary of Provident Bancorp, Inc., we aim to positively influence the communities we serve.

We invite you to join our team of committed professionals who exemplify our core values of teamwork, empathy, courage, and innovation. We seek individuals who are technologically adept, customer-focused, and enthusiastic about shaping the future of banking.

Position Overview:

The Client Relationship Advisor is essential in delivering outstanding customer service, identifying client needs, and advocating for the bank's offerings. This position emphasizes relationship building, ensuring client satisfaction, and adhering to banking regulations.

Key Responsibilities:

  • Establish rapport with clients through a needs-based selling methodology.
  • Guarantee client satisfaction via personalized interactions.
  • Advocate for bank products and services.
  • Address financial transactions and inquiries.
  • Engage in training and professional development opportunities.
  • Comply with security and regulatory standards.

Preferred Qualifications:

  • Excellent communication and customer service abilities.
  • Capability to thrive in a collaborative team environment.
  • Strong organizational skills and adaptability to change.

Education and Experience:

  • High school diploma or equivalent.
  • Experience in retail banking is advantageous.
  • Basic knowledge of Microsoft Office Suite.
  • Experience in cash handling and customer service is preferred.

Physical Requirements and Work Environment:

Employees may occasionally need to stand, walk, sit, use hands, or feel objects, reach with hands and arms, and lift up to 10 pounds. Specific vision abilities may be necessary. Extended periods of sitting at a desk and performing computer work may be required.

Travel:

Travel may be necessary based on business requirements.

This job description outlines the primary responsibilities of the role, and employees may be required to perform additional duties as needed.

BankProv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, sex, or national origin.