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Financial Services Consultant

2 months ago

San Diego, California, United States Banner Bank Full time
About the Role

We are seeking a highly skilled Client Relationship Specialist to join our team at Banner Bank. As a Client Relationship Specialist, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.

Key Responsibilities
  • 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 that meet the client's specific financial needs or refer clients to other lines of business as appropriate
Requirements
  • 1 or more years of Client Relationship Specialist 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
Our Process
  • Complete a simple application and answer a few questions
  • Take a quick assessment that gives us a little more insight on your work style
  • Have a phone interview with the manager or recruiter
  • Have an on-site interview with the manager and another key member or two of the team
  • Get an offer if it's the right fit for you and Banner
  • Start working after a background check and kick-off an amazing career
Compensation & Benefits
  • Targeted starting hourly range (based on experience): $27.39/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