Client Relationship Consultant 4
About The Position
Client Relationship Consultants build relationships with customers through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide appropriate 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 tailored 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, services, and digital tools; and providing a consistent client experience, including greeting clients 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 accurate, operationally excellent service. 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 five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
- Ability to complete and maintain NMLS registration requirements, including criminal background and credit checks.
Nice To Haves
- Proven ability to build and foster client relationships 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.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ true needs while using a digital-first mindset.
- Advanced 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 through effective engagement and communication.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide an optimal 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 emerging digital products and self-service technologies.
- Leverage resources and technologies to optimize client experience and ensure operational excellence and accuracy.
- Complete and maintain required NMLS registration under the S.A.F.E. Act and Regulation Z.
Benefits
- Medical, dental, and vision healthcare coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
