Client Relationship Consultant

About This Role

Build and foster strong relationships with customers, assessing their banking needs, and recommending suitable deposit and loan products and services. Educate clients on digital offerings and provide an optimal client experience.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating
• Maintain working knowledge of consumer and business banking products and services, including digital offerings
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Open new consumer and business accounts, complete service requests, and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services
• Leverage available resources and technologies to optimize the client experience and ensure operational excellence

Requirements

• High school diploma or equivalent
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Qualifications

• High school diploma or equivalent
• Minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Nice to Have

• Proven ability to build and foster relationships with clients through proactive outreach and follow up
• Ability to effectively engage and communicate with clients
• Thorough knowledge of applicable bank and branch policies, procedures and support systems
• Proven customer service and interpersonal skills
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry

Benefits