Financial Solutions Advisor

5 days ago


Patterson, California, United States Tri Counties Bank Full time

Job Summary

We are seeking a highly skilled Financial Solutions Advisor to join our team. In this role, you will be responsible for identifying financial solutions for customers, providing information and assistance, and recommending bank products and services.

About the Role

  • Identifies financial solutions for customers and provides recommendations for bank products and services.
  • Participates in daily team huddles and one-on-one debrief with Assistant Branch Manager.
  • Meets referral goals as assigned.

Requirements

  • High school diploma or GED required.
  • Effective selling and cross-selling skills.
  • Excellent written and verbal communication skills.
  • Ability to utilize personal computers and Windows-based programs.

Salary and Benefits

The estimated salary for this position is $23.00 to $26.00 per hour, with a competitive total compensation package based on our pay scale and may be modified by location and is commensurate with qualifications and experience.



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