Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. The role requires building and fostering relationships with clients, identifying solutions for new and existing clients based on their needs, and maintaining a working knowledge of consumer and business banking 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
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
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
