Client Relationship Consultant 3 (Banker) - Shaker Square Office

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.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating 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

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

Preferred Skills/Experience

• 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
• Prioritizes 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

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

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
• Prioritizes 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