3h ago

Client Relationship Consultant II

San Diego, California

$45.8k-$62.4k / year

full-timemidBanking

🛠 Tech Stack

💼 About This Role

You'll support clients through meaningful financial conversations and exceptional service in a community-focused banking environment. You'll help guide individuals and families toward the products and tools they need, contributing to daily branch success. Your work strengthens client relationships and creates a welcoming banking experience.

🎯 What You'll Do

  • Provide exceptional sales and service while supporting branch operations.
  • Develop client relationships to build a consumer lending pipeline.
  • Process financial transactions accurately and balance cash drawer.
  • Open new accounts and resolve account-related issues.

📋 Requirements

  • High School Diploma or GED.
  • 2+ years of experience as a banker or in a similar sales role.
  • Ability to review client credit data and financial information.

✨ Nice to Have

  • Intermediate knowledge of retail banking products and account types.
  • Experience in consultative selling and cross-selling.
  • Proficiency in Microsoft Outlook and Word.

🎁 Benefits & Perks

  • 🏖️ Paid vacation and sick time, plus 11 paid holidays
  • 🏥 Medical, dental, vision insurance
  • 💰 401k with up to 4% match
  • 📚 Tuition reimbursement
  • 🎁 Annual incentive potential
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