Client Relationship Consultant

In this role you'll

• Engage clients with exceptional service while supporting a wide range of sales and service activities.
• Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments.
• Balance your cash drawer with precise currency and coin handling.
• Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals.
• Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback.
• Hold appointments to identify client needs, provide solutions, and support their financial success.
• Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations.
• Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.

What we're looking for

• You have a High School Diploma or G.E.D. (Required).
• You bring entry-level experience in teller, banking, or sales roles with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

What helps you shine

• You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills.
• You’re confident discussing banking products and services and can recognize opportunities to recommend solutions.
• You’re skilled at multitasking and can adapt quickly to evolving client and branch needs.
• You have a basic understanding of retail banking products, policies, and systems.
• You can review financial information, including credit data, to identify client needs and suggest options.
• You are comfortable with Microsoft Outlook, Word, and other business tools.
• You demonstrate professionalism in person, over the phone, and via email.
• You can lift up to 25 pounds as part of the role.

Our Company Values

• Do the right thing
• Mutual respect
• Honesty and integrity
• Accountability

What Our Team Says

• "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review

Compensation & Benefits

• Targeted starting salary range (based on experience): $19.00 - $24.50
• Annual incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement

In this role you’ll

• Provide exceptional client experiences through consultative sales and service interactions at branch locations.
• Build awareness and understanding of bank products and services, including digital banking capabilities.
• Grow and maintain a consumer and business lending pipeline by deepening client and center‑of‑influence relationships.
• Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business.
• Apply need‑based sales techniques to expand, retain, and strengthen client relationships.
• Identify and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with current and prospective clients to educate, resolve issues, and build long‑term loyalty.
• Conduct scheduled and walk‑in client appointments to identify needs and recommend solutions.
• Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations.
• Support branch lending activities by educating clients, completing loan applications, and ensuring accurate documentation and booking.
• Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments, and balance cash drawers with precision.
• Support branch operations and contribute to the training, mentoring, and coaching of team members.

What we’re looking for

• You have a High School Diploma or GED (Required).
• You bring 4 or more years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

What helps you shine

• You have advanced knowledge of retail banking products, systems, and procedures.
• You’re comfortable working with complex account types such as Trusts, Powers of Attorney, Guardianships, and Court‑Blocked accounts.
• You can analyze credit data and financial information to recommend thoughtful, client‑focused solutions.
• You bring strong sales, cross‑selling, networking, and referral management skills.
• You build trust easily through excellent interpersonal, verbal, and written communication.
• You thrive in a fast‑paced environment, balancing multiple priorities with flexibility and accuracy.
• You’re confident using Microsoft Outlook, Word, and related business and communication tools.

Our Company Values

• Do the right thing
• Teamwork
• Trust
• Accountability

What Our Team Says

“I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.” – Glassdoor review

Compensation & Benefits

• Targeted starting salary range (based on experience): $19.00-$24.50/hr
• Incentive potential
• Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance
• Paid vacation time, sick time, and 11 company‑paid holidays
• 401k with up to 4% company match
• Tuition reimbursement