About The Position

The Client Relationship Consultant II (CRC2) is a personal banker role responsible for building and deepening relationships with new and existing clients by delivering personalized financial solutions. CRC2s engage clients through in‑branch interactions and proactive outreach, providing guidance on banking products and services that support clients’ financial needs and goals. This position requires business‑level bilingual proficiency to effectively serve clients in the community.

Requirements

  • High school diploma or equivalent
  • Minimum of 1 year of customer service, sales, or banking experience
  • Ability to work branch hours, including occasional evenings and Saturdays
  • Strong communication, interpersonal, and problem‑solving skills
  • Bilingual ability to read, write, and speak with business‑level proficiency in Spanish and English

Nice To Haves

  • Prior retail banking or financial services experience
  • Experience opening consumer or small business deposit accounts
  • Demonstrated success in consultative sales and relationship management
  • NMLS registration (or ability to obtain upon hire, if applicable)

Responsibilities

  • Build strong client relationships by understanding financial needs and recommending appropriate products and services
  • Open consumer and small business accounts and support relationship deepening through referrals and cross‑selling
  • Conduct proactive outbound calls to strengthen client relationships and generate new opportunities
  • Perform teller and cash‑handling transactions accurately and efficiently, as needed
  • Partner with branch teammates to deliver a seamless and consistent client experience
  • Meet individual and branch performance goals aligned to sales solutions, client experience, and operational excellence
  • Adhere to all regulatory, compliance, and risk management requirements

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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