Client Relationship Consultants build relationships with customers via multiple channels to provide the best possible counsel while adapting a digital first mindset
Job Summary
Client Relationship Consultants build relationships with customers via multiple channels to provide the best possible counsel while adapting a digital first mindset.
The position offers a $1,500 sign-on bonus and a comprehensive benefits package including healthcare, retirement plans, paid vacation, and adoption assistance.
This role requires NMLS registration and involves conducting background and credit checks to comply with federal and regulatory requirements.
Matching Summary
Client Relationship Consultants build relationships with customers via multiple channels to provide the best possible counsel while adapting a digital first mindset.
Salary
Base: $20.00 - 22.00 per hour; Bonus/Equity: $1,500 sign-on bonus; Benefits: Comprehensive healthcare, retirement plans, paid leave, and more
Skills & Requirements
Must-have
Client relationship building
Digital first mindset
Consumer and business banking products
Proactive client outreach
Account opening and credit applications
Operational excellence and accuracy
Nice-to-have
Effective client communication
Customer service and interpersonal skills
Knowledge of bank policies and procedures
Experience with self-service technologies
Financial needs assessment
Key Requirements
High school diploma or equivalent
One to two years retail banking experience
NMLS registration under S.A.F.E. Act
Criminal background and credit check
Compliance with banking regulations
Work Rights
Must meet NMLS registration requirements including background and credit checks