Client Relationship Consultant
About The Position
As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate.
Requirements
- 1 or more years of Client Relationship Consultant experience or similar experience required
- NMLS registration or ability to obtain required
- A passion for providing superior client service
- Ability to analyze client needs and make appropriate recommendations based on financial data
- Effective communication and advisory ability
Responsibilities
- Provide exceptional client service
- Engage in sales and service activities at branch locations
- Open accounts
- Assist with processing Banker transactions
- Cross-sell Bank products and services
- Take applications for and book loans
- Perform account and client profile maintenance
- Respond to questions regarding client accounts
- Present tailored solutions that meet the client's specific financial needs
- Refer clients to other lines of business as appropriate
Benefits
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
