Client Relationship Consultant 2 (Banker) - Milton Safeway, WA
About The Position
Client Relationship Consultants build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel tailored to customers’ banking needs. They assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with customers’ goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products and digital services, providing a consistent client experience, greeting customers, and processing basic transactions. Consultants collaborate with branch team members and partners, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They use available resources and technologies to deliver an accurate, operationally excellent client experience. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; 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 obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting criminal background and credit check requirements.
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 leveraging a digital-first mindset.
- Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Experience in the financial services industry preferred.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, learning about clients’ financial needs and banking channel preferences.
- Identify and recommend solutions for new and existing clients by engaging and communicating effectively.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients about digital and self-service products and services.
- Use available resources and technologies to optimize client experience and ensure operational excellence and accuracy.
Benefits
- Healthcare, including medical, dental, and vision
- Basic term and optional term life insurance
- Short-term and long-term disability
- 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
- Incentive and recognition programs
- Equity stock purchase
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
