Client Relationship Consultant 3 (banker) - Id-first Street (38hrs)

townbank.us

Id-first Street, Unknown
Base: $21.94 - 26.82; bonus/equity: not specified;...
Build and foster client relationships
Assess and attend to banking needs
Demonstrate and educate on products
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

Job Summary

  • 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.
  • Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
  • This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Matching Summary

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.

Salary

Base: $21.94 - 26.82; Bonus/Equity: Not specified; Benefits: Healthcare, life insurance, disability, parental leave, 401(k), paid vacation, holidays, adoption assistance, sick leave.

Skills & Requirements

Must-have

  • Build and foster client relationships
  • Assess and attend to banking needs
  • Demonstrate and educate on products
  • Digital first mindset
  • Proactive outreach and follow up

Nice-to-have

  • Collaborative partnerships with team
  • Consistent optimal client experience

Key Requirements

  • High school diploma or equivalent
  • Four to five years of retail banking experience
  • NMLS registration required

Work Rights

Not specified

Tailored Resume

Cover Letter