Digital-First Banking Client Advisor

Jobtailor; Cannon Beach (OR); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor is seeking a Client Relationship Consultant in Oregon to engage clients across in-person, by appointment, and virtual channels, delivering trusted guidance with a digital-first mindset. You will educate clients on deposits and loans, open accounts, and handle basic transactions while building lasting relationships.

In this role you’ll leverage digital banking tools to enhance the client experience, promote self-service options, and collaborate with branch teams to meet customer needs

Qualifications

• Minimum high school diploma or equivalent.
• 3–4 years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships.
• Strong written and verbal communication with clients.
• Knowledge of bank policies and support systems.
• Experience with digital banking products and self-service tech.

Responsibilities

• Engage clients via in-person, by appointment, and virtual channels to provide counsel.
• Assess banking needs, educate on deposit and loan products, and recommend solutions.
• Open new consumer and business accounts and process service requests.
• Proactively educate clients on digital products and self-service tools.
• Build collaborative relationships with branch teammates to serve clients.

Skills

CRM

Communication

Digital banking

Customer service

Self-service tech

English (proficient)

Education

High school diploma or equivalent

Job description

Jobtailor is seeking a Client Relationship Consultant in Oregon to engage clients across in-person, by appointment, and virtual channels, delivering trusted guidance with a digital-first mindset. You will educate clients on deposits and loans, open accounts, and handle basic transactions while building lasting relationships.

In this role you’ll leverage digital banking tools to enhance the client experience, promote self-service options, and collaborate with branch teams to meet customer needs