Client Relationship Consultant (Banker - multi-level) - Multiple location (30-36hrs)

About the role

This role has multiple levels, open to candidates with 3 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience.

Responsibilities

• Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
• Achieve and exceed sales targets through effective customer engagement and relationship building.
• Assess and attend to customers' banking needs, obtain and process customer and account information, educate clients on available deposit and loan products and services, and recommend financial solutions based on each customer's unique goals and needs.
• Originate and close consumer loans, open accounts, and open/close the branch.

Requirements

• High school diploma or equivalent.
• Three to four years of customer service experience.
• Three to four years of sales experience.

Preferred Skills/Experience

• Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems.
• Advanced 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.
• Previous supervisory experience preferred.

Qualifications

• High school diploma or equivalent.
• Four to five years of customer service experience.
• Four to five years of sales experience.

Skills

• Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems.
• Advanced 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.
• Previous supervisory experience 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