Premier Client Relationship Consultant 5 (Banker) - West Seattle, WA
Core
Build trust-based relationships with customers to assess banking needs, educate on deposit and loan products, and recommend solutions while adapting a digital-first mindset.
Role type
Senior IC client relationship consultant (referral only)
Builds
Consumer loans, bank accounts, and digital banking solutions
Domain
Retail banking and consumer finance
Deliverable
product features
Required skills
Customer relationship building, loan origination, account opening/closing, FINRA registration maintenance, NMLS registration compliance, digital banking solutions, regulatory compliance
Preferred skills
Advanced knowledge of retail product philosophy, sales campaign participation, self-service technology demonstration, proactive needs identification
Technologies
Digital banking platforms, self-service technologies
Responsibilities
Engage customers via in-person, appointment, and virtual channels; originate and close consumer loans; open and close branch accounts; maintain FINRA and NMLS registrations; refer clients to wealth management teams
Seniority
Mid-level, hands-on IC