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Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually 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.
Job Responsibility:
Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually
Provide counsel while adapting a digital first mindset
Build and foster relationships with clients through proactive outreach and follow up
Ask questions and learn about their financial needs, and banking channel preferences
Identify solutions for new and existing clients based on their needs
Maintain a working knowledge of consumer and business banking products and services including digital products and services
Provide a consistent optimal client experience, including greeting clients and processing basic transactions
Develop collaborative partnerships with branch team members and partners
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 our clients with operational excellence and accuracy
Requirements:
High school diploma or equivalent
Minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Subject to required registration process, including a criminal background and credit check
Nice to have:
Proven ability to build and foster relationships with clients through proactive outreach and follow up
Ability to effectively engage and communicate with clients
Thorough knowledge of applicable bank and branch policies, procedures and support systems
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience in participating in sales campaigns/promotions
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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
Experience in the financial services industry preferred
Bilingual English and Spanish or Russian encouraged to apply
What we offer:
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