Client Relationship Consultant 2 (Banker) - Portage Northridge, WI
$42,120–$51,540 year
On-site · Portage, Wisconsin, United States
Job Summary
Client Relationship Consultants build relationships with customers through in-person, appointment, and virtual channels while educating clients on deposit and loan products. They assess customers’ banking needs, demonstrate digital products, open new accounts, submit credit applications, and collaborate with branch teams to deliver an optimal client experience. The role emphasizes proactive outreach, questions-based discovery, and recommending solutions aligned with each client’s goals, with knowledge of consumer and business banking products and applicable policies. NMLS registration and background/credit checks are required, and compliance with Regulation Z and bank procedures is expected. The position supports a digital-first approach to servicing clients and expanding cross-sell opportunities.
Required Qualifications
- High school diploma or equivalent
- Typically 3-4 years of retail banking experience or a combination of experience and training
- NMLS registration required under the S.A.F.E. Act of 2008 and Regulation Z
- Criminal background and credit checks required
- Ability to open new consumer and business accounts and submit credit applications
- Proven customer service and interpersonal skills
- Experience with digital products and self-service technologies
- Ability to identify and address customer needs with a digital-first mindset
- Experience in financial services preferred
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