Client Relationship Consultant 3 Banker Los Angeles
Overview
Client Relationship Consultant 3 (Banker) professional leads client interactions across multiple channels to deliver tailored financial advice. This role focuses on building trust and driving growth through proactive engagement and digital-first solutions. Responsibilities include fostering relationships and optimizing client experiences. Unique aspects set this position apart.
What You'll Do11
- 1Own client relationship strategy and execution
- 2Scale personalized banking solutions
- 3Drive revenue through proactive outreach
- 4Maintain regulatory compliance and documentation
- 5Collaborate with branch teams to enhance service delivery
- 6Open new consumer and business accounts
- 7Educate clients on digital products and services
- 8Leverage technology to improve operational efficiency
- 9Identify client needs and recommend tailored solutions
- 10Process transactions and manage account operations
- 11Support community initiatives and financial wellness programs
Requirements10
- 1High school diploma or equivalent
- 2Minimum four to five years retail banking experience
- 3National Mortgage Licensing System registration
- 4Proficiency with digital banking platforms
- 5Strong communication and relationship management skills
- 6Ability to navigate complex banking regulations
- 7Experience with mortgage products and services
- 8Commitment to continuous learning and development
- 9Disability accommodation request available upon application
- 10Experience in sales campaign participation
Salary Insight
$46 - $69k per year
Location
Required Skills
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