Solution Consultant ensuring successful implementations and technical support for ECCOX products. Collaborating with both clients and internal teams for software optimization and training.
About the role
- Client Relationship Consultant engaging customers via various channels to provide personalized banking advice. Building trust and assessing financial needs to recommend suitable solutions.
Responsibilities
- Build relationships with customers via multiple channels including in-person, by appointment, and virtually.
- Provide counsel while adapting a digital first mindset.
- Assess and attend to customers’ banking needs, obtaining and processing 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.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests and submit credit applications.
- Proactively educate clients on emerging and self-service digital products and services.
Requirements
- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
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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