Client Relationship Consultant, Banker – Multi-Level

• Build relationships with customers by meeting face to face and engaging them
• Provide the best possible counsel to customers on banking needs
• Obtain and process customer and account information
• Educate clients on available deposit and loan products and services
• Recommend financial solutions based on customers’ unique goals and needs
• Originate and close consumer loans, open accounts, and manage branch operations

• High school diploma or equivalent
• Three to four years of customer service experience
• Three to four years of sales experience

Demonstrates strong customer relationship management and sales skills, with a focus on providing tailored financial solutions and educating clients on banking products. Proven ability to originate and close loans while managing branch operations effectively.

• Customer Relationship Management
• Sales Experience
• Loan Origination
• Account Management
• Customer Service

• Communication
• Engagement
• Counseling

• High School Diploma

• Banking Needs
• Deposit Products
• Loan Products
• Financial Solutions
• Branch Operations