Client Relationship Consultant 2 (Banker) - Federal Way, WA
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products, open accounts, and process credit applications.
Role type
Client Relationship Consultant (Retail Banker)
Builds
Consumer and business banking accounts, deposit and loan products, credit applications
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Relationship building, proactive outreach, customer needs assessment, digital product education, account opening, credit application processing
Preferred skills
Retail banking experience, digital self-service technology proficiency, financial services industry experience
Technologies
Digital banking platforms, self-service technologies, credit application systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels to assess banking needs; Demonstrate and educate clients on deposit and loan products; Open new consumer and business accounts; Process service requests and submit credit applications; Collaborate with branch team members to optimize client experience.
