Client Relationship Consultant I

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