Client Relationship Consultant 1 - Banker

Client Relationship Consultant 1 – Banker

High school diploma or equivalent
Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training
Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Builds and fosters relationships with clients through proactive outreach and follow up
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

Proven ability to build and foster relationships with clients through proactive outreach and follow up
Ability to effectively engage and communicate with clients
Basic 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