Client Relationship Consultant 1 Basic Qualifications - High school diploma or equivalent - One to three years of customer service experience - One to three years of sales experience Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Basic knowledge of retail product philosophy, policy, procedures, documentation and systems - Basic knowledge of all retail products and services - Proven customer service and interpersonal skills - Effective selling and referral skills - Strong mathematical, problem-solving, and negotiation skills - Strong verbal and written communication skills - Experience in the financial services industry preferred Client Relationship Consultant 2 Basic Qualifications - High school diploma or equivalent - Three to four years of customer service experience - Three to four years of sales experience Preferred Skills/Experience - 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 retail product philosophy, policy, procedures, documentation and systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Strong mathematical, problem-solving, and negotiation skills - Strong verbal and written communication skills - Experience in the financial services industry preferred - Experience assisting less experienced personnel Client Relationship Consultant 3 Basic Qualifications - High school diploma or equivalent - Four to five years of customer service experience - Four to five years of sales experience Preferred Skills/Experience - 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 retail product philosophy, policy, procedures, documentation and systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Strong mathematical, problem-solving, and negotiation skills - Strong verbal and written communication skills - Experience in the financial services industry preferred - Previous supervisory experience preferred Client Relationship Consultant 4 Basic Qualifications - High school diploma or equivalent - Five or more years of customer service experience - Five or more years of sales experience Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Strong mathematical, problem-solving, and negotiation skills - Strong verbal and written communication skills - Experience in the financial services industry preferred - Previous supervisory experience preferred INDJU If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs.