Client Relationship Consultant 4 - Lake Mentor Office
United States
Workplace: OnsiteFull timeUSD 27 - 33Function: Customer Success & Account ManagementExperience: 5+ yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Client communication","Relationship building"]Build trusted relationships with consumer and business customers through in-person, appointment, and virtual interactions. Assess banking needs, gather and process information, and recommend deposit and loan solutions aligned to each client’s goals. Maintain deep knowledge of retail and digital banking products, open accounts, complete service requests, submit credit applications, and educate clients on self-service technologies using operational excellence.

