Client Relationship Consultant – Banker

Responsibilities

• Build relationships with customers via in-person, appointment, and virtually
• Provide counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs
• Process customer and account information
• Recommend solutions based on customer’s goals and needs
• Maintain working knowledge of banking products and services, including digital offerings
• Provide optimal client experience, including greeting clients and processing transactions
• Educate clients on digital products and services
• Collaborate with branch team members and partners to serve clients
• Open new consumer and business accounts and complete service requests

• High school diploma or equivalent
• Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training
• Proven ability to build and foster relationships with clients through proactive outreach and follow up
• Ability to effectively engage and communicate with clients
• Basic 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 preferred