Client-Centric Banking Relationship Advisor

Bank N.A.; Modesto (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank N.A. in Modesto, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and advise clients on financial solutions that fit their needs. You will collaborate across channels and with partners to achieve customer excellence and business objectives.

The role emphasizes needs-based assessments, cross-selling of everyday banking, lending, and investment options, while ensuring compliance and risk management in all interactions.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal cu

Responsibilities

• Delivers exceptional service to customers and prospects while identifying needs and advising on financial solutions.
• Lead in engaging with existing customers to grow loyalty and opportunities.
• Engage customers to complete needs assessments for tailored financial solutions.
• Promote digital and self-serve options to simplify banking for clients.
• Support customer transactions and help build new relationships within the community.
• Adhere to risk management framework and compliance in lending processes.
• Provide credit recommendations in line with bank policies and sound lending principles.

Skills

Customer service

Sales experience

Financial services

Relationship building

Communication

Digital tools

Social media

Consultative selling

Education

Post-secondary degree (related field)

Job description

Bank N.A. in Modesto, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and advise clients on financial solutions that fit their needs. You will collaborate across channels and with partners to achieve customer excellence and business objectives.

The role emphasizes needs-based assessments, cross-selling of everyday banking, lending, and investment options, while ensuring compliance and risk management in all interactions.