Float Client Relationship Consultant 2 (Banker) - Apple Valley

About the role

Float 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 at multiple branch locations.

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.
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Requirements

The home branch for this position is: 15025 Garrett Ave, Apple Valley, MN 55124. Travel to defined branch clusters as assigned and subject to change within 50 miles. Flexible work schedule - up to 6 days per week. Mileage and drive time will be paid for any time or distance beyond your regular home branch commute.

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
• 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
• Experience with using and demonstrating digital products and self-service technologies
• 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

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
Proven customer service and interpersonal skills
Experience with using and demonstrating digital products and self-service technologies
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