Client Relationship Consultant II

Added
6 hours ago
Type
Full time
Salary
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Related skills

stakeholder management retail lending cross-selling microsoft word

πŸ“‹ Description

  • Provide exceptional sales and service at the branch.
  • Train, mentor, and coach new team members.
  • Build client and community partner relationships to grow lending.
  • Conduct outbound calls and joint client appointments with the Branch Manager.
  • Consult with clients to assess needs and recommend banking products.
  • Open and service accounts while ensuring compliance.

🎯 Requirements

  • High School Diploma or GED required.
  • 2+ years in banking or related sales role with goals.
  • Equivalent education/experience may substitute for a degree.
  • Knowledge of retail banking products, policies, and accounts.
  • Ability to review credit data and identify client needs.
  • Proficient with Outlook and Word; strong communication.

🎁 Benefits

  • Annual incentive potential.
  • 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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