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Client Relationship Specialist

2 months ago

Brighton, Michigan, United States Bank of Ann Arbor Full time
Position Overview

We are looking for a dedicated and client-oriented Relationship Banker to enhance our banking services at Bank of Ann Arbor. In this role, you will focus on fostering and nurturing robust connections with our clientele, delivering outstanding service and financial guidance.

Key Responsibilities:
  • Establish and cultivate meaningful relationships with clients, offering tailored financial insights and solutions.
  • Evaluate and suggest suitable banking products and services that align with clients' financial objectives.
  • Conduct comprehensive financial assessments with clients to understand their current financial landscape and propose actionable improvements.
  • Ensure accurate and efficient processing of client transactions.
  • Achieve and surpass established sales targets and objectives.
  • Work collaboratively with team members to provide a cohesive customer experience.
Qualifications:
  • Bachelor's degree in finance, business, or a related discipline.
  • A minimum of 2 years of experience in the banking or financial services sector.
  • Exceptional customer service abilities with a knack for relationship building.
  • Strong communication and interpersonal skills.
  • Capability to thrive in a dynamic environment while managing multiple tasks.
  • Familiarity with banking products and services.
  • A sales-driven mindset with a proven history of achieving sales targets.

We are an equal opportunity employer and encourage applicants from diverse backgrounds to consider this opportunity.