Client Relationship Consultant, Level 2-4

Responsibilities

• Build relationships with customers via in‑person, by appointment, and virtually, maintaining a digital first mindset.
• Gain and process customer and account information, demonstrate and educate clients on deposit and loan products, and recommend solutions based on each customer’s goals.
• Proactively outreach and follow up to learn about customers’ financial needs and channel preferences.
• Identify solutions for new and existing clients by engaging and communicating effectively.
• Maintain knowledge of consumer and business banking products, including digital offerings.
• Provide a consistent optimal client experience, greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members to best serve clients.
• Open new consumer and business accounts, complete service requests, and submit credit applications.
• Educate clients on emerging and self‑service digital products to meet their financial needs.
• Leverage resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

• High school diploma or equivalent.
• Three to four years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships through proactive outreach and follow‑up.
• Effective engagement and communication with clients.
• Thorough knowledge of bank and branch policies, procedures, and support systems.
• Excellent customer service and interpersonal skills.
• Experience with digital products and self‑service technologies.
• Ability to explore and identify a customer’s true needs while employing a digital first mindset.
• Basic proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively.
• Experience in the financial services industry preferred.

• High school diploma.
• Banking certifications.