Client Relationship Consultant 2 (Banker) - Pullman, WA
Tasks
- Assess customer financial needs
- Assist with digital self service adoption
- Build client relationships
- Complete service requests
- Conduct proactive outreach and follow up
- Maintain knowledge of consumer and business banking products
- Open consumer and business accounts
- Process basic customer transactions
- Provide product education for deposit and loan services
- Recommend customer solutions using digital first mindset
- Recommend solutions based on customer goals
- Submit credit applications
Perks/Benefits
- 401k matching
- Adoption Assistance
- Dental insurance
- Health insurance
- Life insurance
- Long-term disability
- Paid Holidays
- Paid vacation
- Parental leave
- Short-term disability
- Sick leave
- Vision insurance
Skills/Tech-stack
Banking products | Client Relationship Management | Client relationship | Credit applications | Customer Service | Data handling | Deposit Products | Digital Self Service Technologies | Digital banking | Digital self-service | Financial needs assessment | Loan products | Needs assessment | Relationship Management | Risk Awareness | Sales | Self-Service Technologies
Education
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