Client Relationship Consultant (Banker - multiple levels) - West Los Angeles, CA
About The Position
This role has multiple levels, open to candidates with 4 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience. Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch. We’re looking for people who want more than just a job – who want to make a difference in the communities where we live and work. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Requirements
- High school diploma or equivalent
- Three to four years of customer service experience
- Three to four years of sales experience
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Satisfactory criminal and credit record
Nice To Haves
- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
- Experience assisting less experienced personnel
- Advanced knowledge of applicable bank and branch policies, procedures and support systems
- Experience with using and demonstrating digital products and self-service technologies
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Previous supervisory experience preferred
Responsibilities
- Originating and closing consumer loans
- Opening accounts
- Opening and/or closing the branch
- Assessing and attending to customers’ banking needs
- Obtaining and processing customer and account information
- Educating clients on available deposit and loan products and services
- Recommending financial solutions based on each customer’s unique goals and needs
- Building and fostering relationships with clients through proactive outreach and follow up
- Effectively engaging and communicating with clients
- Using and demonstrating digital products and self-service technologies
- Exploring and identifying a customer’s true needs while leveraging a digital first mindset
- Making appropriate recommendations that meet customer’s needs both reactively and proactively
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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
