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Client Relationship Consultant

Jobtailor

Responsibilities Build relationships with customers, engaging them via multiple channels Provide the best possible counsel while adapting a digital first mindset Assess and attend to customers’ banking needs Obtain and process customer and account information Demonstrate and educate clients on available deposit and loan products and services Recommend solutions based on each customer’s unique goals and needs Maintain a working knowledge of consumer and business banking products and services Provide a consistent optimal client experience Develop collaborative partnerships with branch team members and partners Requirements High school diploma or equivalent Typically has a minimum of one to two 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 clientsBasic 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 Experience in the financial services industry preferred #J-18808-Ljbffr

Vacancy posted 5 days ago
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