Client Relationship Consultant I

Added
3 hours ago
Type
Full time
Salary
Salary not provided

Related skills

microsoft outlook microsoft word digital banking tools

๐Ÿ“‹ Description

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

๐ŸŽฏ Requirements

  • High School Diploma or G.E.D. required.
  • Entry-level teller, banking, or sales experience with goals.
  • Equivalent education/experience may substitute for a degree.
  • Strong communication and interpersonal skills.
  • Basic understanding of retail banking products, policies, and systems.
  • Proficient with Microsoft Outlook, Word, and other business tools.

๐ŸŽ Benefits

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