Customer Relationship Consultant 2 (Banker)

About This Role

Being a Customer Relationship Consultant involves building and fostering relationships with customers through various channels, including in-person and virtually. This role focuses on providing financial counsel, understanding banking needs, and recommending solutions based on unique customer goals, while embracing a digital-first mindset.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking channel preferences
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients
• Maintain a working knowledge of consumer and business banking products and services, including digital products and services
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Open new consumer and business accounts, complete service requests, and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy

Requirements

• High school diploma or equivalent
• Minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z (subject to required registration process, including a criminal background and credit check)
• Proven ability to build and foster relationships with clients through proactive outreach and follow-up
• Ability to effectively engage and communicate with clients
• Thorough knowledge of applicable bank and branch policies, procedures, and support systems
• Proven customer service and interpersonal skills
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital-first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively

Nice to have:

• Experience in the financial services industry

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability