Financial Solutions Advisor

Job Summary of Financial Solutions Advisor:

In the role of an Financial Solutions Advisor, you will be responsible for supervising the operations within the branch, providing mentorship to tellers, and assisting in fostering a sales-oriented environment with the guidance of the Branch Manager. Your role involves actively promoting and suggesting bank products and services to clients to aid them in achieving their financial objectives, as well as making referrals to other specialized bank professionals. Additionally, you will be tasked with assuming full managerial responsibilities when the Branch Manager is not present.

Responsibilities of Financial Solutions Advisor:

• Supervise the completion of different ordinary financial transactions, which may include check cashing, withdrawal requests, deposit activities, and loan payment processing.
• Responsible for leading the sales, operations, and client service efforts, managing branch operations, and providing training and mentoring to tellers.
• Support in executing operational tasks promptly and in adherence to policies and procedures to minimize risks and achieve satisfactory outcomes in internal audits.
• Assist customers in understanding their present and future financial needs through proactive conversations using the Banner Way method and tools.
• Tasked with providing personalized recommendations that address the specific financial needs of the client. Direct clients to relevant departments within the company as required. Address questions and resolve technical issues on client accounts.
• Develop and uphold a deep comprehension of operational processes and needs to meet compliance regulations proficiently.
• Accountable for conforming to and guaranteeing staff adherence to policies, protocols, security standards, and regulatory directives.

Requirements of Financial Solutions Advisor:

• 4 or more years of retail banking experience required
• 0 to 2 years of experience in a supervisory/management role leading a project, process or team Required
• H.S. Diploma or equivalent required
• NMLS registration preferred

Skills of Financial Solutions Advisor:

• Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
• Possess effective selling, cross selling and referral skills.
• Possess strong mathematical, problem solving, and negotiation skills.
• Ability to analyze client credit data and other related financial information.
• Experience in a financial sales representative-oriented role.
• Extensive knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending.

Benefits of Financial Solutions Advisor:

• Annual incentive potential
• The organization offers employees a thorough benefits package that encompasses medical, dental, vision, long-term disability (LTD), short-term disability (STD), and life insurance coverage
• Paid time off for vacations, sick days, and 11 company holidays is offered to all employees
• An opportunity to enroll in a 401k plan that includes a 4% match benefit is accessible
• Tuition reimbursement

Qualifications essential for the position of Assistant Branch Manager:

• A high school diploma or a similar level of education is a mandatory qualification
• NMLS registration preferred
• The candidate must have gained at least a year of experience in retail banking
• Prior experience leading or supervising teams for a year or more is essential

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.