Client Relationship Consultant, Banker

Responsibilities

• Build relationships with customers via multiple channels including in-person, by appointment, and virtually
• Provide counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs, obtaining and processing customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Recommend solutions based on each customer’s unique goals and needs
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Open new consumer and business accounts, complete service requests and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy

Requirements

• High school diploma or equivalent
• Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training
• Proven ability to build and foster relationships with clients through proactive outreach and follow up
• Bilingual in English and Spanish
• Ability to effectively engage and communicate with clients
• Basic knowledge of applicable bank and branch policies, procedures and support systems
• Proven customer service and interpersonal skills
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred