Client Relationship Consultant 2 (Banker) - Pullman, WA
Tasks
- Assess customer banking needs
- Build client relationships
- Collaborate with branch team members
- Complete service requests
- Conduct proactive client outreach
- Educate clients on digital products
- Follow up with clients
- Gather and process customer information
- Maintain knowledge of banking products
- Open business accounts
- Open consumer accounts
- Process basic transactions
- Recommend deposit and loan products
- Submit credit applications
Perks/Benefits
- 401k match
- Adoption Assistance
- Dental insurance
- Health insurance
- Life insurance
- Long-term disability
- Paid Holidays
- Paid vacation
- Parental leave
- Short-term disability
- Vision insurance
Skills/Tech-stack
Application processing | Banking product knowledge | Credit Application | Credit Application Processing | Customer Service | Digital First | Digital banking | Digital-first mindset | Financial Services | Interpersonal Communication | Product knowledge | Relationship building | Risk compliance | Self-Service | Self-Service Technology | Service Technology
Education
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