Client Relationship Manager

2 days ago


Mira Loma, California, United States Disability Solutions Full time
About the Opportunity:
We are seeking a highly skilled Business Solutions Advisor to join our team at Disability Solutions. As a Business Solutions Advisor, you will be responsible for providing specialized and personalized service offering advice and guidance to financial center clients through our full spectrum of borrowing and banking offerings.

Job Description:
This position is responsible for acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Key responsibilities include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Key Responsibilities:
  • Recommends financial advice and guidance that align with client financial goals and needs
  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs

Benefits:
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Compensation:
The estimated salary for this role is $26.00 - $32.89 per hour, with opportunities for formulaic incentive eligibility and bonuses.

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