Client Relationship Consultant 2 (Banker) Mount Ayr, IA (FT 35 hrs) (Sign-On Bonus $1,500)

About the role

Sign-On Bonus: $1,500
Job Description: Build strong client relationships, engage customers via various channels, and recommend suitable products and services.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow-up
• Engage and communicate effectively with clients to understand their financial needs
• Identify and recommend solutions based on clients' unique goals and needs
• Maintain a consistent optimal client experience by greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners to serve clients
• Open new consumer and business accounts, handle service requests, and submit credit applications
• Proactively educate clients on digital products and services to assist with meeting their financial needs
• Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy

Requirements

NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z is required. You will be subject to a criminal background and credit check.

Qualifications

• High school diploma or equivalent
• Typically 3-4 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
• Proven customer service and interpersonal skills
• Thorough knowledge of applicable bank and branch policies, procedures, and support systems
• 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

Skills

• 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
• Proven 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

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
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law