Client Relations Specialist

Client Relationship ConsultantJob SummaryAs a Client Relationship Consultant, you will provide exceptional client service while managing sales and service activities in a branch environment. Your role includes assisting clients with financial transactions, opening and maintaining accounts, processing loan applications, and offering tailored banking solutions. You will identify client needs, recommend appropriate financial products, and refer clients to specialized services such as commercial lending, treasury management, mortgage lending, and investment services. Strong relationship-building skills, attention to detail, and a proactive approach to client engagement are key to success in this role.ResponsibilitiesProcess financial transactions, including deposits, withdrawals, check cashing, and loan paymentsOpen new accounts, verify client information, and update existing accountsProvide financial guidance by analyzing client needs and recommending banking productsAssist clients with loan applications and ensure proper documentationPerform account maintenance and respond to inquiries or issuesIdentify and facilitate referrals to other financial service teamsMaintain compliance with banking policies, procedures, and government regulationsBuild lasting client relationships through proactive communication and outstanding serviceQualifications1+ years of banking, sales, or customer service experienceStrong communication, problem-solving, and relationship-building skillsAbility to analyze financial data and recommend appropriate solutionsKnowledge of banking products, policies, and regulatory requirementsNMLS registration (or ability to obtain)High school diploma or equivalentCompensation & BenefitsHourly pay: $18 - $27 (based on experience and location)Incentive and commission opportunitiesComprehensive benefits (medical, dental, vision, life, disability)Paid vacation, sick time, personal days, and holidays401(k) with employer matchTuition reimbursement

Created: 2025-02-06