Client Relationship Consultant – Banker

Job Responsibilities

• Build relationships with customers via in‑person, appointment, and virtual channels to provide counsel with a digital first mindset.
• Establish trust, assess and attend to customers’ banking needs, and gather and process customer and account information.
• Educate clients on deposit and loan products, and recommend solutions based on unique goals and needs.
• Proactively outreach and follow up to learn about clients’ 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 optimal client experience, greet clients, and process basic transactions.
• Collaborate 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 financial needs.
• Use resources and technologies to optimize client experience and maintain operational excellence and accuracy.
• Register with National Mortgage Licensing System (NMLS) and comply with S.A.F.E. Act of 2008 and Regulation Z.

• High school diploma or equivalent.
• Minimum three to four years of retail banking experience or equivalent combination of experience and training.
• Proven ability to build and foster client relationships through proactive outreach and follow‑up.
• Ability to engage and communicate effectively with clients.
• Thorough knowledge of 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 identify customers’ true needs while applying a digital first mindset.
• Basic proficiency in making recommendations that meet customer needs both reactively and proactively.
• Experience in the financial services industry preferred.

• NMLS registration.
• Compliance with S.A.F.E. Act and Regulation Z.