Client Relationship Consultant 2 - Delafield, WI
$42,120–$51,480 year
Hybrid · Delafield, Wisconsin, United States
Job Summary
Client Relationship Consultants build relationships with customers through in-person, by-appointment, and virtual channels to deliver thoughtful financial guidance. They greet clients, process basic transactions, open new consumer and business accounts, educate clients on deposit and loan products and digital/self-service options, and collaborate with branch teams to serve clients with accuracy and operational excellence. The role involves proactive outreach, asking questions to understand clients’ financial needs, recommending appropriate solutions, and guiding customers through applicable policies and processes while maintaining knowledge of bank products and services. The position requires NMLS registration under the SAFE Act and Regulation Z, plus background and credit checks, and may involve in-person, remote, or hybrid engagement as part of delivering a consistent client experience.
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
- NMLS registration under the SAFE Act and Regulation Z is required; related background and credit checks will be conducted
- Ability to open new consumer and business accounts; process service requests; submit credit applications; educate clients on digital products and self-service technologies
- Strong customer service and interpersonal skills; ability to effectively engage and communicate with clients
- Knowledge of applicable bank and branch policies, procedures and support systems
- Ability to identify customer needs and make appropriate, proactive recommendations
- Experience in the financial services industry preferred
- E-Verify participation in applicable facilities
Additional Requirements
- NMLS registration and background/credit checks required
- Equal opportunity employer statements included
- Compliance with applicable laws and regulations including FDIA/FINRA/Reg Z requirements
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.