Client Relationship Consultant, Banker

. Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually .

Posted 5/6/2026full-timeGilbert • Arizona • 🇺🇸 United StatesJunior💰 $20 - $25 per hourWebsite

Key responsibilities & impact

Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and 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
Open new consumer and business accounts, complete service requests and submit credit applications
Educate clients on emerging and self-service digital products and services to assist with meeting their financial needs

What you’ll need

High school diploma or equivalent
Typically has a minimum of one to two 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
Basic 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
Experience in the financial services industry preferred

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retail banking experiencecustomer serviceaccount managementcredit applicationsloan productsdeposit productsdigital productsself-service technologies

Soft Skills

relationship buildingcommunicationproactive outreachinterpersonal skillscustomer needs assessment

Certifications

high school diploma