Client Relationship Consultant 2 (Banker) Nokomis, MN (40 hours)

About the role

Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up
• Engage and communicate effectively with clients
• Assess and attend to customers' banking needs
• Obtain and process customer and account information
• Educate clients on available deposit and loan products and services
• Recommend financial solutions based on each customer's unique goals and needs
• Originate and close consumer loans
• Open accounts
• Open and/or close the branch

Requirements

• High school diploma or equivalent
• Three to four years of customer service experience
• Three to four years of sales experience
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z (subject to criminal background and credit check; failure to meet or maintain registration requirements may result in rescission of offer or termination)

Preferred skills

• Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• Strong mathematical, problem-solving and negotiation skills
• Strong verbal and written communication skills
• Experience in the financial services industry preferred
• Experience assisting less experienced personnel

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

Pay

$21.68 - 26.50

This response is AI-generated, for reference only.