Client Relationship Consultant I

Added
less than a minute ago
Type
Full time
Salary
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Related skills

customer service relationship building cash handling banking cross-selling

๐Ÿ“‹ Description

  • Engage clients with exceptional service across sales and service activities.
  • Process routine financial transactions accurately (deposits, withdrawals, payments).
  • Balance cash drawer with precise currency and coin handling.
  • Consult with clients to understand needs and introduce products and digital tools.
  • Identify referral opportunities across lending, treasury, mortgage, and investments.
  • Proactively educate clients, resolve concerns, and strengthen loyalty.

๐ŸŽฏ Requirements

  • High School Diploma or GED required.
  • Entry-level teller, banking, or sales experience with goals.

๐ŸŽ Benefits

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