Client Relationship Consultant 2 (Banker) West Towne Madison, WI (Part-time 20 hours)

About the role

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up
• Effectively engages and communicates with clients
• Maintains a working knowledge of consumer and business banking products and services including digital products and services
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions
• Develops collaborative partnerships with branch team members and partners to best serve clients
• Opens new consumer and business accounts, completes service requests and submits credit applications
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Requirements

You will be subject to the required registration process, which includes a criminal background and credit check.

Qualifications

• High school diploma or equivalent
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Skills

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