Client Relationship Consultant, Banking & Digital Services
Overview
Own client relationships at scale across in person, appointment, and virtual channels. Drive trust by assessing banking needs, educating on products, and guiding customers toward solutions with a digital first mindset. Collaborate with branch teammates to deliver exceptional service and enable financial growth for clients and communities. This role stands out by combining personal relationship building with digital product enablement and regulatory compliance.
What You'll Do9
- 1Build relationships with clients through proactive outreach and follow up to identify financial needs and channel preferences
- 2Design and explain banking products and services, including deposits and loans, and open new accounts with accuracy
- 3Own the client experience from greeting to processing basic transactions while ensuring operational excellence
- 4Develop collaborative partnerships with branch teams to best serve clients and expand wallet share
- 5Deliver proactive education on digital self-service tools to improve client outcomes
- 6Drive and track customer satisfaction and referral opportunities through structured follow up
- 7Scale outreach through digital channels while maintaining high-touch service for complex needs
- 8Identify and recommend solutions aligned with customer goals and risk tolerance
- 9Lead by example in adhering to bank policies and compliance requirements
Requirements8
- 1High school diploma or equivalent
- 2Typically four to five years of job-related, retail banking experience or equivalent training
- 3Strong ability to build and foster client relationships through proactive outreach
- 4Proven communication and interpersonal skills for diverse client needs
- 5Thorough knowledge of retail banking products, services, and branch policies
- 6Experience in participating in sales campaigns and promotions
- 7Comfort with digital products and self-service technologies
- 8Ability to identify customer needs and provide appropriate recommendations
Salary Insight
$50 - $74k per year
Location
Required Skills
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