Part Time Client Relationship Consultant 2 (Banker) - Twin Oaks Schnucks
About The Position
The Part Time Client Relationship Consultant 2 (Banker) works 20 hours weekly, building customer relationships through in-person, appointment-based, and virtual interactions. The role provides counsel by assessing customers’ banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions aligned with customers’ goals. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
Requirements
- High school diploma or equivalent.
- Typically, a minimum of three to four years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must meet and maintain NMLS registration requirements, including the required criminal background and credit check.
Nice To Haves
- 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 applicable bank and branch policies, procedures, and support systems.
- Proven customer service and interpersonal skills.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ true needs while applying a digital-first mindset.
- Basic proficiency in making appropriate recommendations that meet customers’ needs, reactively and proactively.
- Financial services industry experience preferred.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, asking questions and learning about clients’ financial needs and banking channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively with them.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent, optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about emerging and self-service digital products and services to help meet their financial needs.
- Use available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- A $750 sign-on bonus.
- Incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
