Client Relationship Consultant (Banker) - Hot Springs, AR
About The Position
Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide banking counsel. They assess customers’ banking needs, obtain and process customer and account information, explain and demonstrate deposit and loan products and services, and recommend solutions suited to each customer’s goals. The role includes proactive client outreach and follow-up; identifying solutions for new and existing clients; maintaining knowledge of consumer and business banking products, including digital services; greeting clients and processing basic transactions; and partnering with branch colleagues to deliver a consistent client experience. Consultants 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 technology to support 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.
- Ability to obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting required 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.
- Demonstrated basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions to understand 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 client experience by greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to 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.
- Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
- Assess and attend to customers’ banking needs, process customer and account information, and demonstrate and explain deposit and loan products and services.
- Recommend solutions based on customers’ individual goals and needs.
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.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
