Senior Banking Advisor: Client Relationships & Solutions

Jobtailor; Simi Valley (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking an energetic client relations professional in California to deepen client relationships, identify financial needs, and recommend banking products and solutions. You will respond to inquiries, open and maintain accounts, and coordinate with specialists for loans and investments.

Ideal candidates have at least one year of sales experience in a client-centric environment, excellent communication skills, and the ability to learn new platforms while handling multiple tasks.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communications skills.
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Notary Commission or ability to obtain one within a few months.

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business).
• Quotes rates, terms and programs for banking solutions.
• Manges risk in every business, product and service transaction leveraging available tools.
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Job description

Jobtailor is seeking an energetic client relations professional in California to deepen client relationships, identify financial needs, and recommend banking products and solutions. You will respond to inquiries, open and maintain accounts, and coordinate with specialists for loans and investments.

Ideal candidates have at least one year of sales experience in a client-centric environment, excellent communication skills, and the ability to learn new platforms while handling multiple tasks.