Client Relationship Consultant 4 (Banker) - Lincoln, CA (38hrs)
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan 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, digital product education, account opening, credit application processing, regulatory compliance (NMLS/SAFE Act)
Preferred skills
sales campaign experience, self-service technology demonstration, advanced bank policy knowledge
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, educate clients on digital products, develop collaborative partnerships with branch team members, submit credit applications, maintain working knowledge of banking products and services