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Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing, and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.
Job Responsibility:
Build relationships with customers by meeting face to face
Engage customers when and where they need to provide the best possible counsel
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Educate clients on available deposit and loan products and services
Recommend financial solutions based on each customer’s unique goals and needs
Originate and close consumer loans
Open accounts
Open and/or close the branch
Requirements:
High school diploma or equivalent
One to three years of customer service experience
One to three years of sales experience
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Basic knowledge of all retail products and services
Proven customer service and interpersonal skills
Effective selling and referral skills
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred
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:
Experience in participating in sales campaigns/promotions
Experience assisting less experienced personnel
Previous supervisory experience preferred
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