Related skills
sales customer service banking nmls loans📋 Description
- Open accounts and process banker transactions
- Cross-sell bank products and services
- Take loan applications and book loans
- Maintain client accounts and profiles
- Respond to client questions about accounts
- Present tailored financial solutions or refer to specialists
🎯 Requirements
- 1+ years’ experience as Client Relationship Consultant or similar
- NMLS registration or ability to obtain required
- Passion for delivering superior client service
- Ability to analyze client needs and recommend based on financial data
- Strong communication and advisory skills
🎁 Benefits
- Incentive potential
- Comprehensive medical, dental, vision, LTD, STD and life benefits
- Paid vacation, sick time, and 11 holidays
- 401(k) with up to 4% match
- Tuition reimbursement
- Employee benefits information available
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