National Sales Relationship Consultant building relationships by contacting customers in various ways. Engaging them through digital channels and providing financial counsel as needed.
Responsibilities
Build relationships by proactively calling existing and potential customers
Engage them via multiple channels including by phone, email, chat or virtually
Provide the best possible counsel while adapting a digital first mindset
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Demonstrate and educate clients on available deposit and loan products and services
Recommend solutions based on each customer’s unique goals and needs
Requirements
High school diploma or equivalent
Four to five or more years job related, retail banking experience or a combination of experience and commensurate training
Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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