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Senior Client Relationship Banker

2 months ago

Frisco, Texas, United States Kris Anderson Consulting, LLC Full time

Senior Universal Banking Advisor

The role of a Senior Universal Banking Advisor involves fostering, managing, and nurturing significant relationships with clients through a consultative approach to effectively address their financial requirements.

  • Establish and uphold robust client connections via face-to-face and telephonic communications
  • Guide clients on alternative service methods and digital banking solutions
  • Direct clients to specialized professionals for tailored financial assistance
  • Utilize product knowledge and procedural expertise to resolve client inquiries efficiently
  • Facilitate a range of transactions for clients, such as deposits and withdrawals
  • Engage in proactive sales discussions to achieve sales objectives
  • Capitalize on partnerships and community networks to build and sustain relationships
  • Assist in managing the client reception area and interact with clients
  • Support the organization's risk management protocols

Minimum Qualifications:

  • High School Diploma or equivalent is mandatory
  • At least 1 year of experience in sales and client service
  • Proven ability to develop and enhance client relationships
  • NMLS registration is necessary

Key Mental & Physical Attributes:

  • Outstanding communication and organizational abilities
  • Proficient with technology and capable of educating clients on digital tools
  • Able to collaborate effectively within a team environment
  • Capacity to meet deadlines and perform under pressure