Consumer Banking Advisor II
Core
Provide solution-based customer service and financial consultation over the phone to enhance relationships with existing consumers.
Role type
Consumer Banking Advisor (Inbound Call Center)
Builds
Customer relationships and financial solutions
Domain
Consumer Banking
Deliverable
client delivery
Required skills
consultative sales approach, financial need assessment, product knowledge, risk management, ethical decision making, verbal communication
Preferred skills
college degree, military experience
Technologies
NMLS (Nationwide Mortgage Licensing System)
Responsibilities
Apply knowledge of consumer banking products to help customers achieve financial goals, use consultative approach to identify customer needs and tailor recommendations, maintain working knowledge of products and processes, collaborate with internal partners to meet customer needs, follow bank policies and code of conduct
Seniority
Entry-level to Junior