Preferred Banking Advisor
Company: Disability Solutions
Location: Phoenix
Posted on: April 19, 2024
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Job Description:
Job Title:Preferred Banking AdvisorLocation:CityScapeWhat 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, and commercial, and personal
accounts. 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, and
commercial, and personal accounts. 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: Respond to client requests and engage in proactive client
communication to execute the complete client life cycle and achieve
client satisfaction. Identify and capitalize on 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.What you need to have:
Keywords: Disability Solutions, Phoenix , Preferred Banking Advisor, Accounting, Auditing , Phoenix, Arizona
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