Client Relationship Consultant Banker

Responsibilities

• Build relationships with customers via in-person, appointment, and virtual channels, providing counsel with a digital‑first mindset.
• Earn a relationship based on trust, assessing and meeting customers’ banking needs, and processing account information.
• Demonstrate and educate clients on deposit and loan products, recommending solutions aligned with each customer’s goals and needs.
• Proactively outreach, follow up, and ask questions to learn about clients’ financial needs and channel preferences.
• Identify solutions for new and existing clients by effectively engaging and communicating with them.
• Maintain up‑to‑date knowledge of consumer and business banking products, including digital products and services.
• Provide a consistent optimal client experience, greeting clients and processing basic transactions.
• Develop collaborations with branch team members 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 client experience and maintain operational excellence and accuracy.
• Achieve National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.

• High school diploma or equivalent.
• Minimum three to four years of job‑related retail banking experience or equivalent training.
• Proven ability to build and foster client relationships through proactive outreach and follow‑up.
• Strong engagement and communication skills with clients.
• Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
• Excellent customer service and interpersonal skills.
• Experience 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.
• Basic proficiency in making appropriate recommendations that satisfy customers’ needs reactively and proactively.
• Experience in the financial services industry preferred.
• National Mortgage Licensing System (NMLS) registration required.

• National Mortgage Licensing System (NMLS) registration.