Client Advisor II: Personal Banking & Solutions

Flagstar Bank

Adelanto (CA)

On-site

USD 42,000 - 54,000

Full time

14 days+
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

A leading regional bank in California seeks a full-time Client Consultant II to assist clients with their financial needs and deliver superior customer service. Responsibilities include conducting financial analysis and facilitating client communication. Ideal candidates possess strong interpersonal skills, analytical abilities, and are client-focused with a high school diploma. This position offers an opportunity to grow in the financial industry.

Responsibilities

  • Assist clients with their financial needs and deliver superior customer service.
  • Build strong client relations and provide tailored banking solutions.
  • Conduct financial analysis and address client inquiries.

Skills

Strong interpersonal skills and communication abilities
Proficiency in client relations and delivering exceptional customer service
Analytical skills to assess and address client financial needs
Excellent problem-solving abilities
Client-focused mindset
Ability to work independently and collaboratively
Previous experience in the financial industry

Education

High school diploma or equivalent

Job description

A leading regional bank in California seeks a full-time Client Consultant II to assist clients with their financial needs and deliver superior customer service. Responsibilities include conducting financial analysis and facilitating client communication. Ideal candidates possess strong interpersonal skills, analytical abilities, and are client-focused with a high school diploma. This position offers an opportunity to grow in the financial industry.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Branch Client Services & Sales Leader
Branch Client Services & Sales Leader

City National Bank • Inglewood (CA)

On-site
Comprehensive healthcare coverage
401(k) company matching contribution
Tuition reimbursement
+3
Client Relationship Banker: Trusted Financial Advisor
Client Relationship Banker: Trusted Financial Advisor

U.S. Bank • Whittier (CA)

On-site
USD 32,000 - 39,000
Healthcare (medical, dental, vision)
401(k)
Life insurance
+4
Relationship Banking Consultant II — Grow & Serve Clients
Relationship Banking Consultant II — Grow & Serve Clients

U.S. Bank • Aurora (CO)

On-site
USD 80,000 - 100,000
Client Experience Advisor — Banking & Solutions
Client Experience Advisor — Banking & Solutions

Bank of America • Garden Grove (CA)

On-site
USD 42,000 - 60,000
Banking Client Relationship Consultant: Grow Your Impact
Banking Client Relationship Consultant: Grow Your Impact

U.S. Bank • Anaheim (CA)

On-site
USD 29,000 - 43,000
Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation
+3
Client Banking Advisor | Relationships & Solutions
Client Banking Advisor | Relationships & Solutions

Bank of America • Downey (CA)

On-site
USD 34,000 - 37,000
Benefits eligible
Industry-leading benefits
Relationship Banker II - Build Trust & Grow Clients
Relationship Banker II - Build Trust & Grow Clients

Tri Counties Bank • Sacramento (CA)

On-site
USD 60,000 - 80,000
Relationship Builder: Personal Banker II
Relationship Builder: Personal Banker II

Fifth Third Bank • Carlsbad (CA)

On-site
USD 44,000 - 73,000
Proactive Banking Relationship Advisor
Proactive Banking Relationship Advisor

U.S. Bank • Cerritos (CA)

On-site
USD 100,000 - 125,000
Branch Service Specialist II: Client Service & Teller
Branch Service Specialist II: Client Service & Teller

C3bank • Encinitas (CA)

On-site
USD 37,000 - 48,000