About this role
Role Overview
- 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
- 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
- Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences
- Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients
- Maintains a working knowledge of consumer and business banking products and services including digital products and services
- Provides a consistent optimal client experience, including greeting clients and processing basic transactions
- Develops collaborative partnerships with branch team members and partners to best serve clients
- Opens new consumer and business accounts, completes service requests and submits credit applications
- Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
- Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy
Requirements
- High school diploma or equivalent
- Typically has a minimum three to four 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
- Ability to effectively engage and communicate with clients
- Thorough 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
Benefits
- 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