Client Relationship Consultant 2 (Banker) - Tatum & Cactus - Phoenix, AZ
$42,120–$51,480 year
On-site · Phoenix, Arizona, United States
Job Summary
Client Relationship Consultants build relationships with customers through in-person, appointment, and virtual engagement to provide banking counsel. They educate clients on deposit and loan products, open consumer and business accounts, process service requests and credit applications, and proactively educate clients on digital/self-service products. They develop collaborative partnerships with branch teams, leverage resources to optimize the client experience, and use a digital-first mindset to identify and fulfill customers’ financial needs while maintaining knowledge of bank policies and procedures. The role emphasizes proactive outreach, strong communication and interpersonal skills, and the ability to serve clients across multiple channels with accuracy and operational excellence.
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
- National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z
- Criminal background and credit check as part of the required registration process
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