National Sales Relationship Consultant - Tempe, AZ
Core
Proactively call existing and potential customers via phone, email, chat, or video to provide counsel on deposit and loan products, assess banking needs, and recommend solutions.
Role type
National Outreach Relationship Consultant
Builds
Trust-based client relationships and sales of banking products
Domain
Retail Banking
Deliverable
product features
Required skills
Proactive outreach, multi-channel engagement (phone/email/chat/video), customer needs assessment, product education, solution recommendation, regulatory compliance (NMLS/S.A.F.E. Act)
Preferred skills
Financial services industry knowledge, digital technology proficiency, cash handling, problem-solving
Technologies
Digital banking platforms, video appointment tools
Responsibilities
Engage customers via multiple channels, obtain and process account information, demonstrate and educate clients on products, recommend tailored financial solutions
Seniority
Mid-level, experienced IC