Client Financial Advisor

7 days ago

Rolling Meadows, Illinois, Israel beBee Careers Full time

The role of a Relationship Banker is to build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.

Key Responsibilities:
  • Building lasting relationships with customers, discovering their financial needs and recommending relevant products and services
  • Collaborating with business partners to connect customers with experts who can help with specialized needs
  • Operating a teller drawer, serving customers in the lobby or drive-up, opening accounts, performing account maintenance and assisting with digital products

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    Rolling Meadows, Israel Wintrust Financial Full time

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