Client Relationship Consultant 2 (Banker) - Milton Safeway, WA
Core
Build and foster relationships with clients by assessing their banking needs, educating them on deposit and loan products, and recommending tailored financial solutions across multiple channels.
Role type
Client Relationship Consultant (Retail Banking)
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
proactive client outreach, financial needs assessment, product education, account opening, credit application processing, digital product demonstration
Preferred skills
proven relationship building, effective client communication, knowledge of bank policies, digital self-service technology proficiency, customer service excellence
Technologies
digital banking platforms, self-service technologies, credit application systems
