Client Relationship Consultant

Jobtailor; Stevens Point (WI); On-site; USD 20,664,000 - 27,552,000; Full time

Job summary

Jobtailor in Stevens Point, WI is seeking a customer-facing banking professional to build relationships with clients and educate them on deposit and loan products. The role emphasizes a digital-first approach to assess needs and provide tailored recommendations, while collaborating with branch teams to ensure a superior client experience.

Candidates should have a high school diploma and 1–2 years of relevant retail banking experience, with strong communication and interpersonal skills and

Qualifications

• Retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients.
• Strong communication with clients.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs with a digital-first mindset.
• Basic proficiency in making appropriate recommendations to meet customer needs.

Responsibilities

• Build relationships with customers through multiple channels.
• Provide counsel with a digital-first mindset.
• Assess and attend to customers’ banking needs.
• Obtain and process customer and account information.
• Educate clients on deposit and loan products and services.
• Recommend solutions based on customers’ goals and needs.
• Maintain knowledge of consumer and business banking products and services.
• Provide a consistent optimal client experience.
• Develop collaborative partnerships with branch team members and partners.

Skills

Customer service

Interpersonal skills

Digital product experience

Self-service technology

Relationship building

Communication skills

Education

High school diploma or equivalent

Job description

Responsibilities

• Build relationships with customers, engaging them via multiple channels
• Provide the best possible counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Recommend solutions based on each customer’s unique goals and needs
• Maintain a working knowledge of consumer and business banking products and services
• Provide a consistent optimal client experience
• Develop collaborative partnerships with branch team members and partners

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 clientsBasic 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