Client Relationship Consultant - SE Blvd.

📋 Description

• Engage clients with service across sales and service activities.
• Process routine financial transactions including deposits, withdrawals, and loan payments.
• Balance cash drawer with precise currency handling.
• Consult with clients to understand needs and offer products and digital tools.
• Identify opportunities to expand relationships and refer to partners.
• Proactively educate, resolve concerns, strengthen loyalty, and gather feedback.
• Schedule appointments to identify needs and provide solutions.
• Open new accounts and resolve issues while ensuring compliance.
• Support branch lending by answering questions, completing applications, and preparing documentation.

🎯 Requirements

• High School Diploma or G.E.D. required.
• Entry-level teller, banking, or sales experience with goals.
• Equivalent education/experience may be considered in lieu of a degree.
• Strong communication and interpersonal skills; enjoy helping clients.
• Confident discussing banking products and opportunities to upsell.
• Proficient with Microsoft Outlook and Word; professional in person/phone/email.

🎁 Benefits

• Targeted starting salary range (based on experience): $19.00 - $24.50
• Annual incentive potential
• Comprehensive benefits: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k with up to 4% match
• Tuition reimbursement