Financial Relationship Consultant
Analyzes client's financial needs and help them achieve goals through sound financial advice.
- Communicate with business partners and internal bank support to deliver the best solutions and service to the bank's clients.
- Educate clients on the convenience of digital technology and how to use to make everyday banking easier in order to increase retention and satisfaction.
- Assist customers during loan and account application, prepare credit and financial information to streamline the loan process, and close loans according to federal regulations and procedures.