Client Relationship Consultant, Banking & Digital Services
Overview
Client Relationship Consultants build trust with customers through in person, by appointment, and virtual channels to provide tailored banking guidance. They engage with clients to assess needs, educate on deposits and loans, and propose solutions aligned with goals. The role emphasizes a digital first approach and collaboration with branch teams to deliver an exceptional client experience. This position offers a path to grow in retail banking with a focus on relationship building and financial guidance.
What You'll Do10
- 1Build relationships with clients through proactive outreach and follow up
- 2Educate clients on digital banking solutions and self-service tools to meet financial goals
- 3Identify and recommend banking products and services based on client needs
- 4Open new consumer and business accounts and process service requests
- 5Collaborate with branch teammates to serve clients efficiently and accurately
- 6Guide clients through basic transactions and maintain a consistent client experience
- 7Leverage available resources and technologies to optimize the client journey
- 8Proactively educate clients about emerging digital products and services
- 9Advance customer relationships through personalized service and ongoing engagement
- 10Maintain compliance with NMLS requirements and regulations throughout client interactions
Requirements8
- 1High school diploma or equivalent
- 2Typically 3-4 years of retail banking experience or equivalent training
- 3Ability to build and foster relationships through proactive outreach
- 4Strong communication and customer service skills
- 5Knowledge of bank policies, procedures, and support systems
- 6Experience with digital banking tools and self-service technologies
- 7Basic ability to recommend products that meet customer needs
- 8Proficiency in making reactive and proactive recommendations
Salary Insight
$42 - $51k per year
Location
Required Skills
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