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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