Client Relationship Consultant

We are a recruiting company EasyHiring looking for candidates for the position of Client Relationship Consultant in Silverdale (WA) for our partners.

Requirements

• H.S. Diploma required
• NMLS registration required
• 3 years of Personal Banker or Universal Banker experience required

Knowledge, Skills & Abilities

• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending.
• Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
• Possess effective selling, cross selling and referral skills.
• Possess strong mathematical, problem solving, and negotiation skills.
• Ability to analyze client credit data and other related financial information.

In this role you will have the opportunity to

• Responsible for processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
• Develop and maintain in-depth knowledge of all operational processes and requirements.
• Maintain acceptable operational quality standards on all new account openings. Must meet minimum referral standards set by Manager.
• Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions.
• Responsible for presenting tailored solutions that meet the client’s specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts.
• Assist Branch Manager or other partners in conducting joint, outbound calls. Participate in regularly delivering banking presentations.
• Responsible for acting as a leader in sales and exceptional client service and may provide sales leadership and coaching of new Personal Bankers, Universal Bankers, and Tellers.
• Responsible for complying with policies, procedures, security requirements, and government regulations.

Job Type: Full-time

Work Location: In person