Client Relationship Consultant 3 (Banker) Bearden TN

About the role

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. This role requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs, and banking channel preferences.
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintain a working knowledge of consumer and business banking products and services including digital products and services.
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests, and submit credit applications.
• Leverage 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. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Qualifications

• High school diploma or equivalent
• Typically has a minimum four to five 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 ability to effectively engage and communicate with clients
• Thorough 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
• 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

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
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
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