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Commercial Client Advisor

SS Professional services llp
Dallas, TX Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 6/10/2025

Job Overview
We are seeking a dedicated and motivated Client Advisor to join our team. In this role, you will be responsible for providing exceptional customer service while guiding clients through their insurance needs. The ideal candidate will possess strong communication skills, a passion for sales, and the ability to analyze client requirements effectively. This position is perfect for individuals who thrive in a dynamic environment and are eager to contribute to our clients' success.

As a Commercial Client Advisor, you’ll play a vital role in supporting our clients, forging long-term relationships, and helping businesses thrive with our advanced online banking tools.

If you’re a client-focused professional looking to make a tangible impact and be part of a dynamic, growth-oriented team, we’d love to meet you!

What you’ll need:

  • 5 years in a customer service-oriented role
  • Banking experience (a plus, but not required)
  • Exceptional interpersonal skills, with the ability to effectively engage high-profile clients by assisting with account setups, closures, wire transfers, and ACH services, ensuring seamless and personalized banking experiences
  • A collaborative spirit and ability to thrive in a team environment

Bonus points: Experience in commercial banking and familiarity with ACH and wire transfer processing

Job Type: Full-time

Pay: $50,540.32 - $65,000.66 per year

Application Question(s):

  • Must have Experience in commercial banking and ACH experience--

Work Location: On the road

Salary : $50,540 - $65,001

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