Client Relationship Consultant II

Added
3 days ago
Type
Full time
Salary
Salary not provided

Related skills

sales customer service banking lending microsoft outlook

πŸ“‹ Description

  • Provide an exceptional sales and service experience while supporting daily branch operations.
  • Assist training, mentoring, and coaching new team members to build confidence.
  • Develop relationships with clients and partners to build a consumer lending pipeline.
  • Participate in outbound calls and joint client appointments with managers and partners.
  • Consult with clients to understand needs and recommend banking products and tools.
  • Identify opportunities to deepen relationships and refer clients to lending partners.

🎯 Requirements

  • High School Diploma or GED required.
  • 2+ years as banker/relationship consultant with goals.
  • Equivalent education/experience considered.
  • Consultative selling and cross-selling skills.
  • Strong communication and interpersonal skills.
  • Able to manage multiple priorities and adapt.

🎁 Benefits

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