Float Client Relationship Consultant 2 – Banker

Jobtailor; Hibbing (MN); On-site; USD 40,000 - 56,000; Full time

Job summary

Jobtailor is seeking a customer-focused banking professional in Minnesota to build relationships and advise clients across in-person, appointments, and virtual interactions. You will assess banking needs, demonstrate digital products, and open new accounts while guiding customers toward tailored financial solutions.

This role emphasizes a digital-first mindset, proactive outreach, and effective communication to educate and support clients in achieving their banking goals.

Qualifications

• Three to four years of job-related, retail banking experience or equivalent training.
• Ability to build and foster relationships with clients through proactive outreach and follow up.
• Proven ability to engage and communicate effectively with clients.
• Thorough knowledge of bank and branch policies, procedures and support systems.
• Experience with digital products and self-service technologies.

Responsibilities

• Build relationships with customers via in-person, by appointment, and virtual channels.
• Provide counsel with a digital-first mindset.
• Assess and attend to customers’ banking needs.
• Obtain and process customer and account information.
• Educate clients on deposit and loan products and services.
• Recommend tailored solutions based on customer goals.
• Open new consumer and business accounts and complete service requests.
• Submit credit applications.
• Educate clients on emerging digital products and services.
• Leverage resources and technologies to optimize the client experience.

Skills

Retail Banking Experience

Customer Relationship Management

Digital Product Demonstration

Proactive Client Engagement

Financial Services Knowledge

Education

High school diploma or equivalent

Tools

Digital Banking Products

Self-Service Technologies

Job description

• Build relationships with customers; engage them via multiple channels, including in-person, by appointment, and virtually
• Provide the best possible counsel while adapting a digital first mindset
• 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 each customer’s unique goals and needs
• 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

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
• Proven 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
• Experience in the financial services industry preferred

Core Competencies

Demonstrates strong customer service and interpersonal skills while effectively engaging clients through various channels. Proficient in assessing banking needs and recommending tailored solutions, leveraging digital products and self-service technologies.

Highest-signal resume keywords

• Retail Banking Experience
• Customer Relationship Management
• Digital Product Demonstration
• Proactive Client Engagement
• Financial Services Knowledge

ATS Optimization Keywords

Hard Skills

• Customer Needs Assessment
• Account Opening
• Service Request Completion
• Credit Application Submission
• Recommendation Proficiency

Soft Skills

• Interpersonal Skills
• Effective Communication
• Relationship Building

Industry Keywords

• Bank Policies
• Branch Procedures
• Financial Services Industry

Tools & Technologies

• Digital Banking Products
• Self-Service Technologies