Customer Banking Advisor & Lending Specialist

A financial services provider in Chicago seeks a Customer Engagement Specialist to lead customer interactions and provide tailored financial solutions. The ideal candidate will have 2-3 years of relevant experience and a strong understanding of retail investments and lending products. Responsibilities include conducting needs assessments, advising customers, and ensuring compliance with regulatory requirements. A commitment to excellent customer service and the ability to build relationships are crucial for success in this role. #J-18808-Ljbffr