Client Relationship Consultant 3 (Banker) - Issaquah, WA
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan solutions.
Role type
Client Relationship Consultant (Banker)
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Customer service, sales, relationship building, digital product education, account opening, credit application processing
Preferred skills
Financial services industry experience, sales campaign participation, self-service technology proficiency
Technologies
Digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels; educate clients on digital products; open new accounts; process service requests and credit applications; collaborate with branch teams.
Seniority
Mid-level, hands-on IC