Client Relationship Consultant

2 days ago


San Diego, California, United States Banner Bank Full time
Client Relationship Consultant

Banner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service and engage in sales and service activities at branch locations. As a key member of our team, you will be responsible for building strong relationships with clients, analyzing their financial needs, and making recommendations to meet their goals.

Key Responsibilities:
  • Provide exceptional client service and support
  • Analyze client financial needs and make recommendations
  • Engage in sales and service activities at branch locations
  • Build strong relationships with clients and colleagues
  • Stay up-to-date on financial products and services
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
What We Offer:
  • Targeted starting hourly range: $25.20/hr
  • 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

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability, or protected veteran status.



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