Client Relationship Consultant 3 (Banker) - Old Town - Scottsdale, AZ
Core
Build and foster relationships with clients by assessing their banking needs, demonstrating deposit and loan products, and recommending tailored financial solutions.
Role type
Client Relationship Consultant (Retail Banker)
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, product knowledge (deposits/loans), digital product education, account opening, credit application processing, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
sales campaign experience, self-service technology proficiency, advanced recommendation skills, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels to provide financial counsel; Identify and recommend solutions based on unique customer goals; Process basic transactions and open new accounts; Collaborate with branch team members to optimize client experience; Educate clients on emerging digital products and services.