Float Client Relationship Consultant 4 – Banker

Jobtailor; Springfield (OR); On-site; USD 50,000 - 70,000; Full time

Job summary

Jobtailor is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering expert counsel while embracing a digital-first mindset. You will explain deposit and loan products, assess client needs, and build trust through proactive outreach.

You will open new accounts, process requests, and educate clients on self-service tools, partnering with branch colleagues to deliver an accurate, seamless client experience.

Qualifications

• High school diploma or equivalent.
• Typically five+ years of retail banking experience or equivalent training.
• Proven ability to build and foster client relationships via proactive outreach.
• Experience with digital products and self-service technologies.

Responsibilities

• Build and nurture client relationships through multi-channel outreach.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital products and self-service tools to meet financial needs.
• Collaborate with branch team to serve clients with accuracy and excellence.
• Provide a consistent, optimal client experience.

Skills

Client relationship building

Communication skills

Sales/promotions experience

Digital banking products

Financial services knowledge

Bilingual English/Spanish encouraged

Education

High school diploma or equivalent

Job description

• 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
• Bilingual in English and Spanish encouraged to apply.

Core Competencies

Demonstrates advanced knowledge of retail banking products and services while effectively engaging clients through proactive communication and outreach. Leverages digital products and self-service technologies to enhance the client experience and meet financial needs.