Client Relationship Consultant

Added
15 days ago
Type
Full time
Salary
Salary not provided

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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