National Sales Team Client Relationship Consultant (Phone Banker) Tempe AZ
About The Position
Outreach Relationship Consultants build relationships by proactively calling existing and potential customers, engaging them via multiple channels including by phone, email, chat or virtually and by phone or video appointment to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Supports the process for customers to open new consumer accounts, completes service requests and supports client submission of credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Requirements
- High school diploma or equivalent
- Five or more years of customer service experience
- Five or more years of sales experience
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Subject to the required registration process, which includes a criminal background and credit check.
- Maintain a satisfactory criminal and credit record.
Nice To Haves
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Advanced knowledge of applicable bank and branch policies, procedures and support systems
- Effective customer service and interpersonal skills
- Proficient with using and demonstrating digital products and services
- Experience in participating in sales campaigns and promotions
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated consistent level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
- High call volume inbound and outbound experience
Responsibilities
- Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintains a working knowledge of consumer and business banking products and services including digital products and services.
- Supports the process for customers to open new consumer accounts, completes service requests and supports client submission of credit applications.
- Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Benefits
- Healthcare (medical, dental, 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 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
