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Preferred Banking Advisor - Carson City Nevada
Company: Disability Solutions Location: Carson City, Nevada
Posted On: 04/30/2024
Job Title:Preferred Banking AdvisorLocation:Carson CityWhat you'll do:As a Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle for clients. You will exemplify the department's "sales, service, operations" philosophy through client interactions. You will respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, commercial, and personal accounts. You will work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You will participate in a career experience journey to augment banking knowledge for more effective work solutions and career growth opportunities.What we are looking for: Essential Duties & Responsibilities - Respond to client requests and engage in proactive client communication to execute the complete client life cycle and achieve client satisfaction. Identify and capitalize opportunities to promote Bank products through analysis of client patterns and needs.
- Own the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Fosters good working relationships with leadership across the bank divisions and departments.
- Meet or exceed service level standards including customer service, turn-around time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity and efficiency. You will also support leadership business initiatives.
- Participates in the preferred banker career experience journey by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.Education and Experience
- High school diploma required, bachelor's degree in related field preferred
- 3+ years of direct, related experience:
- Treasury Management Service
- Branch Banking Operations
- Lending and/or Deposit SalesQualifications:
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