Client Relationship Consultant

Added
13 days ago
Type
Full time
Salary
Salary not provided

Related skills

customer service relationship building banking microsoft word outlook

๐Ÿ“‹ Description

  • Engage clients with outstanding service while supporting sales and service activities.
  • Process routine financial transactions: deposits, withdrawals, and loan payments.
  • Balance cash drawer with precise currency and coin handling.
  • Consult with clients to understand needs and introduce products and digital banking tools.
  • Identify opportunities to expand relationships and refer to lending, treasury, mortgage, or investments.
  • Open new accounts, maintain existing accounts, and resolve issues per policy.

๐ŸŽฏ Requirements

  • High School Diploma or GED required.
  • Entry-level experience in teller, banking, or sales with goals.
  • Equivalent education/experience can substitute for a degree.
  • Strong communication and interpersonal skills for building relationships.
  • Comfortable discussing banking products and recognizing opportunities to propose solutions.
  • Multitasking and adapting quickly to evolving client and branch needs.

๐ŸŽ Benefits

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