Client Relationship Consultant, Banker

Responsibilities

• Build relationships with customers via multiple channels including in-person, by appointment, and virtually
• Provide counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Recommend solutions based on each customer’s unique goals and needs
• Maintain a working knowledge of consumer and business banking products and services including digital products and services
• Provide a consistent optimal client experience
• Open new consumer and business accounts, completes service requests and submits credit applications
• Educate clients on emerging and self-service digital products and services
• Leverage available resources and technologies to optimize the client experience

• 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
• 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 preferred

Demonstrates expertise in building client relationships and providing tailored banking solutions, with a strong focus on digital products and services. Proficient in customer service and communication, ensuring an optimal client experience in both consumer and business banking.

• Retail Banking Experience
• Customer Service Skills
• Digital Product Knowledge
• Relationship Building
• Communication Skills

• Banking Products Knowledge
• Account Management
• Credit Application Processing Service Request Completion
• Needs Assessment

• Interpersonal Skills
• Proactive Outreach
• Client Engagement

• High School Diploma or Equivalent

• Financial Services
• Consumer Banking
• Business Banking
• Bank Policies
• Client Experience

• Self-Service Technologies
• Digital Banking Platforms