Financial Relationship Specialist

1 week ago


San Luis Obispo, California, United States Disability Solutions Full time

Job Overview:

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  • Engage clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect clients to solutions that meet their financial goals.

About Disability Solutions:

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We are a company committed to making financial lives better through the power of every connection. Our team is guided by a common purpose to help our clients achieve their financial goals.

Salary and Benefits:

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The estimated salary range for this role is $24.00 - $25.96 hourly pay, offers to be determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. Additionally, this role is currently benefits eligible and provides industry-leading benefits, access to paid time off, resources, and support to our employees.

Key Responsibilities:

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  1. Execute the bank's risk culture and strive for operational excellence.
  2. Build relationships with clients to meet their financial needs.
  3. Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

Required Skills and Qualifications:

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  • An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborate effectively to get things done, building and nurturing strong relationships.
  • Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.


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