Customer Financial Advisor

6 days ago

Edgebrook, Israel beBee Careers Full time
  • About the Job
  • This full-time Relationship Banker position is ideal for individuals with 1-3 years of experience in customer service, financial services, or sales roles.
  • The successful candidate will possess intermediate computer skills and have the ability to work in a fast-paced environment.

Responsibilities

As a Relationship Banker, your responsibilities will include:

  • Building lasting relationships with customers and discovering their financial needs
  • Providing tailored product and service recommendations to meet customer needs
  • Collaborating with business partners to connect customers to experts who can help with specialized needs
  • Operating a teller drawer serving customers in the lobby/drive-up
  • Opening accounts, performing account maintenance, and assisting customers with digital products
  • Recognizing potential fraud and other risks depending on the shift
  • Helping support community and bank events

  • Financial Services Representative

    6 days ago

    Edgebrook, Israel beBee Careers Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Relationship Banker.The successful candidate will possess excellent communication and interpersonal skills, and have the ability to build strong relationships with customers and colleagues.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Relationship Banking Specialist

    6 days ago

    Edgebrook, Israel beBee Careers Full time

    Building meaningful relationships with customers is at the heart of this role. As a Relationship Banker, you will be responsible for discovering their financial needs and providing tailored product and service recommendations to meet those needs.In this dual role, you will contribute to the success of the branch by building lasting relationships with...