Client Relationship Consultant 2 (Banker) - Pullman, WA
Tasks
- Assess customer banking needs
- Build client relationships through proactive outreach
- Complete service requests
- Educate clients on digital and self service products
- Maintain knowledge of consumer and business banking products
- Open consumer and business accounts
- Process basic transactions
- Provide customer support through in person and virtual channels
- Recommend deposit and loan products
- Submit credit applications
- Use resources and technologies to optimize client experience
Perks/Benefits
- Adoption Assistance
- Dental insurance
- Health insurance
- Life insurance
- Long-term disability
- Paid Holidays
- Paid vacation
- Parental leave
- Retirement plan
- Short-term disability
- Sick leave
- Vision insurance
Skills/Tech-stack
Application processing | Business banking | Client Relationship Management | Client relationship | Consumer Banking | Credit Application | Credit Application Processing | Customer Service | Customer communication | Deposit Products | Digital banking | Financial Services | Financial needs assessment | Loan products | Needs assessment | Relationship Management | Self-Service | Self-Service Technology | Service Technology
Education
Roles
Bank Teller | Client Relationship Consultant | Consultant | Teller
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