Client Relationship Consultant
Banner Bank
Client Relationship Consultant
Banner Bank
full-time
Posted on:
Location Type: Office
Location: Carlsbad • California • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $27 per hour
Job Level
Junior
About the role
- Provide exceptional client service while engaging in sales and service activities at branch locations
- Open accounts and assist with processing Banker transactions
- Cross-sell Bank products and services
- Take applications for and book loans
- Perform account and client profile maintenance
- Respond to questions regarding client accounts
- Present tailored solutions to meet clients' financial needs or refer clients to other lines of business as appropriate
Requirements
- 1 or more years of Client Relationship Consultant experience or similar experience required
- NMLS registration or ability to obtain required
- A passion for providing superior client service
- Ability to analyze client needs and make appropriate recommendations based on financial data
- Effective communication and advisory ability
Benefits
- Incentive potential
- Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client servicecommunicationadvisory abilityanalytical skills
Certifications
NMLS registration