Client Relationship Consultant, Banker

Jobtailor; Fargo (ND); On-site; USD 42,000 - 56,000; Full time

Job summary

Jobtailor in Fargo, ND is seeking a customer advisor to build relationships and guide clients through banking options across in-person, appointment, and virtual channels.

You will promote digital products, educate on deposits and loans, and collaborate with branch teams to deliver tailored financial solutions.

Qualifications

• High school diploma or equivalent.
• Typically 1–2 years of retail banking experience or related training.
• Proven ability to build relationships with clients through proactive outreach.
• Bilingual in English and Spanish.
• Effective engagement and communication with clients.
• Basic knowledge of bank policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with digital products and self-service technologies.
• Ability to identify customer needs using a digital-first mindset.
• Experience in the financial services industry preferred.

Responsibilities

• Build relationships with customers via in-person, by appointment, and virtually.
• Provide counsel while adopting a digital-first mindset.
• Assess and attend to customers’ banking needs, collecting information.
• Demonstrate and educate clients on deposits and loan products and services.
• Recommend solutions based on each customer’s goals and needs.
• Develop collaborative partnerships with branch staff to serve clients.
• Open new consumer and business accounts, complete service requests and credit applications.
• Educate clients on emerging and self-service digital products and services.
• Leverage resources to optimize the client experience with operational excellence and accuracy.

Skills

Relationship building

Customer service

Bilingual English/Spanish

Communication

Digital product knowledge

Prospecting/outreach

Education

High school diploma or equivalent

Job description

Responsibilities

• Build relationships with customers via multiple channels including in-person, by appointment, and virtually
• Provide counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs, obtaining and processing 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
• 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
• Leverage available resources and technologies to optimize the client experience and serve 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
• Bilingual in English and Spanish
• 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