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Customer Relationship Banker

1 month ago


Menasha, Wisconsin, United States JellTech Consulting Full time
Job Summary

We are seeking a skilled Customer Relationship Banker to join our team at JellTech Consulting.

The ideal candidate will have a proven track record of developing and maintaining strong relationships with clients, providing personalized service, and identifying opportunities to increase customer value.

About the Role

This is an excellent opportunity for a results-driven individual who is passionate about delivering exceptional customer experiences. The Customer Relationship Banker will be responsible for:

  • Building and maintaining long-term relationships with high-value customers through proactive profiling and tailored sales approaches.
  • Cross-selling bank products and services to maximize customer sales opportunities and drive revenue growth.
  • Providing expert advice on consumer loan products and accurately processing loan applications.
  • Delivering exceptional customer service to ensure retention and loyalty.
Requirements

To be successful in this role, you will need:

  • A minimum of two years' experience in banking or a related sales position, preferably with a proven track record of sales success.
  • An undergraduate degree in a related field, such as business or finance.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Knowledge of desktop automation tools and financial concepts.
What We Offer

In return for your hard work and dedication, we offer a competitive salary range of $55,000 - $75,000 per year, depending on experience. This includes a comprehensive benefits package and opportunities for career growth and development.