Client Relationship Consultant 2 (Banker) - Pullman, WA
Tasks
- Assess customer banking needs
- Build client relationships
- Collaborate with branch team
- Complete service requests
- Educate clients on digital products
- Follow up with clients
- Gather and process customer information
- Maintain knowledge of banking products
- Open consumer and business accounts
- Perform proactive client outreach
- Process basic banking transactions
- Provide customer counseling
- Recommend deposit and loan products
- Submit credit applications
Perks/Benefits
- 401k retirement plan
- Adoption Assistance
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid Holidays
- Paid vacation
- Parental leave
- Sick and Safe Leave
- Vision insurance
Skills/Tech-stack
Banking products | Credit applications | Customer Needs | Customer Service | Customer needs assessment | Deposit Products | Digital banking | Financial Services | Interpersonal Communication | Loan products | NMLS Registration | Needs assessment | Regulation Z | Self-Service | Self-Service Technologies
Education
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