Client Experience Banker: Relationship & Solutions

3M HEALTHCARE; Dublin; On-site; EUR 30,128 - 33,743; Full time

Job summary

3M HEALTHCARE is seeking a client-focused banking professional to join our team in the Bay Area. You will build relationships, promote financial solutions, and manage daily banking activities to ensure exceptional client experiences.

The role requires a proactive, adaptable candidate with a passion for helping clients achieve their financial goals and a willingness to work extended hours when needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Confident in identifying solutions for clients' needs.
• Able to learn and adapt to new information and technology.
• Experience in financial services is a plus; cash handling experience helpful.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and bank; adheres to laws/regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Job description

3M HEALTHCARE is seeking a client-focused banking professional to join our team in the Bay Area. You will build relationships, promote financial solutions, and manage daily banking activities to ensure exceptional client experiences.

The role requires a proactive, adaptable candidate with a passion for helping clients achieve their financial goals and a willingness to work extended hours when needed.