Client Relationship Consultant

Added
2 hours ago
Type
Full time
Salary
Salary not provided

Related skills

communication sales customer service relationship building microsoft word

๐Ÿ“‹ Description

  • Engage clients with exceptional service across sales and service activities.
  • Process routine financial transactions (deposits, withdrawals, loan payments) accurately.
  • Balance cash drawer with precise currency and coin handling.
  • Consult with clients to understand needs and introduce banking products and digital tools.
  • Identify opportunities to expand relationships and refer to lending/investment partners.
  • Open new accounts and resolve account issues while ensuring compliance.

๐ŸŽฏ Requirements

  • High School Diploma or GED required.
  • Entry-level experience in teller, banking, or sales with established goals.
  • Equivalent combination of education and experience may be considered in lieu of a degree.
  • Excellent communication and relationship-building skills.
  • Confident discussing banking products and cross-selling opportunities.
  • Basic understanding of retail banking products and policies.

๐ŸŽ Benefits

  • Annual incentive potential.
  • Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life.
  • Paid vacation time, sick time and 11 company paid holidays.
  • 401k with up to 4% match.
  • Tuition reimbursement.
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