Personal Banking Relationship Advisor

Bank N.A.; Monterey Park (CA); On-site; USD 42,000 - 72,000; Full time

Job summary

Bank N.A. in California is seeking a customer-focused Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and advise on financial solutions across everyday banking, lending, home financing, and small business products.

You will collaborate with branch colleagues and partners to grow loyalty, reach new clients, and promote digital options while ensuring compliance with regulatory requirements.

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

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice regarding financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Recommends tailored solutions addressing sales and service needs (everyday banking, lending, home financing, small business).
• Promotes digital and self-serve options to simplify banking for clients.
• Ensures data accuracy and compliance with lending policies and regulatory requirements.
• Works with branch and market teams to build relationships and achieve business objectives.

Job description

Bank N.A. in California is seeking a customer-focused Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and advise on financial solutions across everyday banking, lending, home financing, and small business products.

You will collaborate with branch colleagues and partners to grow loyalty, reach new clients, and promote digital options while ensuring compliance with regulatory requirements.