Client Relationship Consultant – Banker

Jobtailor; St. Louis (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor in Missouri is seeking a customer-focused banking professional to build relationships with clients and assess their financial needs. The role involves in-person, appointment, and virtual engagement to educate on deposits, loans, and digital services.

You will process account information, open new consumer and business accounts, and collaborate with branch teammates while following SAFÉ Act compliance and NMLS requirements.

Qualifications

• High school diploma or equivalent is required.
• Typically 3–4 years of job-related retail banking experience or equivalent training.
• NMLS registration under the SAFÉ Act and Regulation Z is required.
• Background and credit check are part of the NMLS registration process.
• Ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Solid knowledge of bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with digital products and self-service technologies.
• Ability to identify customer needs and recommend appropriate solutions.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up.
• Engage customers in person, by appointment, and virtually
• 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 customers’ unique goals and needs
• Maintain knowledge of consumer and business banking products and services, including digital products and services
• Greet clients and process basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products and services
• Leverage resources and technologies to optimize client experience and operational accuracy

Skills

Interpersonal skills

Communication skills

Proactive outreach

Customer service

Education

High school diploma or equivalent

Job description

• Build and foster relationships with clients through proactive outreach and follow up
• Engage customers in person, by appointment, and virtually
• 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 customers’ unique goals and needs
• Maintain knowledge of consumer and business banking products and services, including digital products and services
• Greet clients and process basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products and services
• Leverage resources and technologies to optimize client experience and operational accuracy

Requirements

• High school diploma or equivalent
• Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Required NMLS registration process includes a criminal background and credit check
• Ability to build and foster relationships with clients through proactive outreach and follow up
• Ability to effectively engage and communicate with clients
• Thorough 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

Core Competencies

Demonstrates expertise in building client relationships and assessing banking needs while leveraging digital products and services. Proficient in customer service, account management, and compliance with banking regulations.

Highest-signal resume keywords

• Retail Banking Experience
• NMLS Registration
• Customer Service Skills
• Digital Product Knowledge
• Relationship Building

Hard Skills

• Account Management
• Transaction Processing
• Credit Application Submission
• Banking Product Knowledge
• Service Request Completion

Soft Skills

• Interpersonal Skills
• Communication Skills
• Proactive Outreach

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Consumer Banking
• Business Banking
• S.A.F.E. Act Compliance
• Regulation Z

Tools & Technologies

• Digital Banking Products
• Self-Service Technologies