Client Relationship Consultant 2 (Banker) Urbandale, IA (Sign-On Bonus $1,500)

About the role

Sign-On Bonus: $1,500

Responsibilities

• Build relationships with customers via in-person, by appointment, and virtual interactions.
• Engage customers to assess and attend to their banking needs, obtain and process account information, and recommend solutions based on individual goals and needs.
• Identify and present solutions for new and existing clients, effectively communicating with them.
• Maintain a working knowledge of consumer and business banking products and services, including digital offerings.
• Provide a consistent, optimal client experience, including greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to serve clients effectively.
• Open new consumer and business accounts, handle service requests, and submit credit applications.
• Proactively educate clients on emerging and self-service digital products and services.
• 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.

Qualifications

• High school diploma or equivalent.
• Typically three to four 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.
• Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
• Proven customer service and interpersonal skills, including experience with using and demonstrating digital products and self-service technologies.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.
• Experience in the financial services industry preferred.

Skills

• Proven ability to build and foster relationships with clients.
• Effective engagement and communication with clients.
• Knowledge of applicable bank and branch policies and procedures.
• Customer service and interpersonal skills.
• Experience with digital products and self-service technologies.
• Ability to identify and address customer needs.
• Basic level of proficiency in making appropriate recommendations.

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

Pay

$20.25 - 24.75

Schedule

Full-time