Digital-First Banking Client Advisor

Jobtailor; Dubuque (IA); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor seeks a Client Relationship Consultant in Dubuque, IA to engage customers across in-person, by appointment, and virtual channels, delivering tailored financial counsel with a digital-first mindset.

You will assess client needs, explain deposit and loan options, open new accounts, and collaborate with branch teams to provide accurate service while embracing evolving digital products and self-service tools.

Qualifications

• High school diploma or equivalent.
• 1–2 years retail banking experience or equivalent training.
• Proven ability to build and foster client relationships.
• Ability to engage and communicate with clients.
• Basic knowledge of bank policies and procedures.
• Customer service and interpersonal skills.
• Experience with digital products and self-service tech.
• Ability to identify customer needs with a digital-first mindset.
• Proactive follow-up and outreach capability.

Responsibilities

• Build relationships with clients through multiple channels.
• Educate clients on deposit and loan products and services.
• Proactively outreach and follow up to learn client needs.
• Identify solutions based on customer goals and needs.
• Maintain knowledge of consumer and business banking products.
• Provide a consistent optimal client experience and basic transactions.
• Collaborate with branch team members to serve clients.

Skills

Relationship building

Customer service

Communication

Digital banking

Self-service tech

Bank policies knowledge

Education

High school diploma

Job description

Jobtailor seeks a Client Relationship Consultant in Dubuque, IA to engage customers across in-person, by appointment, and virtual channels, delivering tailored financial counsel with a digital-first mindset.

You will assess client needs, explain deposit and loan options, open new accounts, and collaborate with branch teams to provide accurate service while embracing evolving digital products and self-service tools.