Client Relationship Consultant 2 (Banker) - University QFC - Seattle, WA
Core
Build and foster relationships with clients by assessing their banking needs, demonstrating deposit and loan products, and recommending solutions based on unique goals.
Role type
Client Relationship Consultant (Retail Banker)
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
proactive outreach, client engagement, knowledge of consumer and business banking products, digital product education, account opening, credit application processing
Preferred skills
proven relationship building, effective communication, knowledge of bank policies, digital self-service technology proficiency, customer service, financial services industry experience
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, complete service requests, submit credit applications, educate clients on digital products, develop collaborative partnerships with branch team members
Seniority
Entry to Mid-level, hands-on IC