Client Relationship Consultant, Banker – Multi-Level

Jobtailor; Upland (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking a customer-focused banking professional in California to build relationships with customers face-to-face and provide tailored financial guidance. You will educate clients on deposit and loan products, obtain and process account information, and originate consumer loans while supporting branch operations.

The ideal candidate has strong communication and sales skills, plus 3–4 years of customer service and sales experience.

Qualifications

• High school diploma or equivalent.
• Three to four years of customer service experience.
• Three to four years of sales experience.

Responsibilities

• Build relationships with customers by meeting face to face and engaging them.
• Provide the best possible counsel to customers on banking needs.
• Obtain and process customer and account information.
• Educate clients on available deposit and loan products and services.
• Recommend financial solutions based on customers’ unique goals and needs.
• Originate and close consumer loans, open accounts, and manage branch operations.

Skills

Customer Relationship Management

Sales Experience

Loan Origination

Account Management

Customer Service

Education

High School Diploma

Job description

• Build relationships with customers by meeting face to face and engaging them


• Provide the best possible counsel to customers on banking needs


• Obtain and process customer and account information


• Educate clients on available deposit and loan products and services


• Recommend financial solutions based on customers’ unique goals and needs


• Originate and close consumer loans, open accounts, and manage branch operations

Requirements

• High school diploma or equivalent


• Three to four years of customer service experience


• Three to four years of sales experience

Core Competencies

Demonstrates strong customer relationship management and sales skills, with a focus on providing tailored financial solutions and educating clients on banking products. Proven ability to originate and close loans while managing branch operations effectively.

Highest-signal resume keywords

• Customer Relationship Management


• Sales Experience


• Loan Origination


• Account Management


• Customer Service

ATS Optimization Keywords

Soft Skills

• Communication


• Engagement


• Counseling

Certifications & Qualifications

• High School Diploma

Industry Keywords

• Banking Needs


• Deposit Products


• Loan Products


• Financial Solutions


• Branch Operations