Client Relationship Consultant

Jobtailor; Dubuque (IA); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor seeks a Client Relationship Consultant in Dubuque, IA to engage customers across in-person, by appointment, and virtual channels, delivering tailored financial counsel with a digital-first mindset.

You will assess client needs, explain deposit and loan options, open new accounts, and collaborate with branch teams to provide accurate service while embracing evolving digital products and self-service tools.

Qualifications

• High school diploma or equivalent.
• 1–2 years retail banking experience or equivalent training.
• Proven ability to build and foster client relationships.
• Ability to engage and communicate with clients.
• Basic knowledge of bank policies and procedures.
• Customer service and interpersonal skills.
• Experience with digital products and self-service tech.
• Ability to identify customer needs with a digital-first mindset.
• Proactive follow-up and outreach capability.

Responsibilities

• Build relationships with clients through multiple channels.
• Educate clients on deposit and loan products and services.
• Proactively outreach and follow up to learn client needs.
• Identify solutions based on customer goals and needs.
• Maintain knowledge of consumer and business banking products.
• Provide a consistent optimal client experience and basic transactions.
• Collaborate with branch team members to serve clients.

Skills

Relationship building

Customer service

Communication

Digital banking

Self-service tech

Bank policies knowledge

Education

High school diploma

Job description

Responsibilities

• 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.
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
• 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 of one to two 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
• Basic 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
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• 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