Digital Banking Client Advisor

Jobtailor; Gilbert (AZ); On-site; USD 45,000 - 60,000; Full time

Job summary

Jobtailor in Gilbert, AZ seeks a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering tailored financial guidance in a digital-first banking environment. You will open new consumer and business accounts, educate clients on deposit and loan products, and ensure accurate processing.

The ideal candidate has 1–2 years of retail banking experience, strong relationship-building and communication skills, and the ability to leverage

Qualifications

• High school diploma or equivalent.
• Typically 1–2 years of retail banking experience or a combination of experience and training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to engage and communicate with clients effectively.
• Basic knowledge of bank policies and support systems.
• Strong customer service and interpersonal skills.
• Experience with digital products and self-service technologies.
• Ability to identify customer needs while leveraging a digital-first mindset.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Opens new consumer and business accounts and processes service requests and credit applications.
• Educates clients on digital and self-service banking products to meet financial needs.
• Maintains knowledge of consumer and business banking products and services, including digital offerings.

Skills

Client relationship management

Interpersonal skills

Effective communication

Digital product demonstration

Proactive outreach

Education

High school diploma or equivalent

Tools

Self-Service Technologies

Digital Banking Products

Job description

Jobtailor in Gilbert, AZ seeks a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, offering tailored financial guidance in a digital-first banking environment. You will open new consumer and business accounts, educate clients on deposit and loan products, and ensure accurate processing.

The ideal candidate has 1–2 years of retail banking experience, strong relationship-building and communication skills, and the ability to leverage