Role OverviewClient Relationship Consultants build relationships with customers, engaging them via multiple channels to provide the best possible counsel while adapting a digital first mindset. They assess and attend to customers' banking needs, obtain and process customer and account information, and recommend solutions based on each customer's unique goals and needs.
What You Will Do
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
Why It Might Be a Fit
This role requires a proven ability to build and foster relationships with clients, advanced knowledge of applicable bank and branch policies, procedures, and support systems, and thorough knowledge of all retail products and services.
Requirements
- High school diploma or equivalent
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Advanced knowledge of applicable bank and branch policies, procedures, and support systems
- Thorough knowledge of all retail products and services
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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