Client Relationship Consultant 2 (Banker) - Cleveland Avenue, OH
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan solutions across multiple channels.
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, financial needs assessment, digital product education, account opening, credit application processing
Preferred skills
relationship building, customer service, digital self-service technology proficiency, financial services industry experience
Technologies
digital banking platforms, self-service technologies, credit application systems
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, educate clients on digital products, submit credit applications, develop partnerships with branch team members
Seniority
Mid-level, hands-on IC