Float Client Relationship Consultant 4

Jobtailor; Clarksville (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking a Client Relationship Consultant in Tennessee to engage customers across in-person, appointment, and digital channels. You will advise on deposit and loan products, open new accounts, and educate clients on self-service digital tools.

A strong focus on relationship-building and digital-first guidance will drive customer satisfaction and growth. The role emphasizes proactive client outreach, product knowledge, and collaboration with branch teams to deliver accurate,

Qualifications

• High school diploma or equivalent.
• Typically five+ years in retail banking or equivalent training.
• Ability to build and foster relationships with clients through proactive outreach.
• Ability to engage and communicate effectively with clients.
• Advanced knowledge of bank policies, procedures and support systems.
• Thorough knowledge of retail products and services.
• Proven customer service and interpersonal skills.
• Experience with sales campaigns/promotions.
• Experience with digital products and self-service technologies.
• Ability to identify customer needs with a digital-first mindset.
• Ability to make appropriate recommendations meeting customer needs.

Responsibilities

• Engage clients via multiple channels to provide counsel with a digital-first mindset.
• Educate clients on deposit and loan products and services to meet goals.
• Proactively outreach and follow up to learn clients' financial needs and channel preferences.
• Identify solutions for new and existing clients based on their needs.
• Maintain knowledge of consumer and business banking products and services.
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members to serve clients.
• 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 the client experience and accuracy.

Skills

Client relationships

Communication

Customer service

Digital banking

Sales campaigns

Interpersonal skills

Digital self-service demos

Education

High school diploma

Job description

Responsibilities

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Requirements

• High school diploma or equivalent
• Typically has five or more 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
• Advanced knowledge of applicable bank and branch policies, procedures and support systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred