Client Relationship Consultant 2 (Banker) - Madison St.
$48,235–$58,968 year
On-site · Oak Park, Illinois, United States
Job Summary
Client Relationship Consultants build relationships with customers through in-person, by appointment, and virtual interactions to provide financial guidance. They engage customers to assess banking needs, educate on deposit and loan products, open consumer and business accounts, and leverage digital self-service tools. The role emphasizes proactive outreach, collaboration with branch teams, and delivering an optimal client experience while maintaining knowledge of consumer and business banking products and services.
Required Qualifications
- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
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