Client Relationship Consultant 3 - Queen Anne - Seattle, WA
Core
Build and foster relationships with clients through proactive outreach to provide counsel on deposit and loan products, open accounts, and process service requests.
Role type
Client Relationship Consultant (Retail Banking)
Builds
Consumer and business banking accounts and services
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, regulatory compliance (NMLS/SAFE Act)
Preferred skills
Sales campaign experience, digital self-service technology proficiency, financial services industry experience
Technologies
Digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels; identify and recommend financial solutions; maintain working knowledge of banking products; develop collaborative partnerships with branch teams; optimize client experience with operational excellence.