What are the responsibilities and job description for the Client Relations Specialist position at SoTalent?
Client Relations Consultant
đź“Ť Location: Multiple Branch Locations
đź’° Competitive Pay | Incentives & Commission Opportunities
Why Join Us?
We believe in creating a rewarding and supportive work environment where employees can thrive. As a Client Relations Consultant, you'll have access to comprehensive benefits, career growth opportunities, and the chance to make a meaningful impact on clients’ financial well-being.
✨ Benefits & Perks:
- Competitive hourly pay ($18 - $25.20/hr, based on experience & location)
- Incentive & commission compensation opportunities
- Comprehensive benefits package (medical, dental, vision, life, STD & LTD insurance)
- 401(k) with up to 4% company match & immediate vesting
- Paid time off, sick leave, personal days & 11 paid holidays
- Paid volunteer time to give back to your community
- Tuition reimbursement up to $5,250 annually
- Career development & growth opportunities
About the Role
As a Client Relations Consultant, you will be the face of the branch, delivering exceptional client service while assisting with financial transactions, account management, and loan applications. You'll play a key role in building lasting client relationships and identifying opportunities to provide tailored financial solutions.
Key Responsibilities:
- Deliver outstanding customer service while engaging in sales and service activities
- Open accounts, process financial transactions, and assist with banking services
- Identify client needs and recommend financial products & services
- Assist with loan applications and account maintenance
- Proactively communicate with clients, resolve issues, and build strong relationships
- Recognize and refer clients to other financial services (e.g., Mortgage Lending, Investment Services)
- Ensure compliance with bank policies, security protocols, and regulatory requirements
Qualifications & Requirements:
- 1 years of experience in banking, retail sales, or client service roles
- NMLS registration or ability to obtain (required for lending activities)
- Strong customer service, relationship-building, and advisory skills
- Ability to analyze client needs and provide financial recommendations
- Proficiency in Microsoft Office and banking software
- High school diploma (or equivalent); equivalent experience may be considered
Salary : $5,250
