Financial Services Representative

Company: Banner Bank
Location: Los Angeles
Posted on: November 2, 2024

Job Description:

Banner Bank is committed to providing exceptional client service while engaging in sales and service activities at branch locations. As a Client Relationship Consultant, you will be responsible for:Key Responsibilities

• Providing personalized financial solutions to clients
• Assisting with account opening and maintenance
• Cross-selling Bank products and services
• Booking loans and responding to client inquiriesRequirements for this role include:
  • 1 or more years of Client Relationship Consultant experience or similar experience
  • NMLS registration or ability to obtain required
  • A passion for delivering superior client service
  • Ability to analyze client needs and make recommendations based on financial data
  • Effective communication and advisory skills
  • Bilingual in Korean, Mandarin, or Cantonese (a plus)Our process for this role includes:
    • Completing a simple application
    • Taking a quick assessment
    • Participating in a phone interview with the manager or recruiter
    • Having an on-site interview with the manager and other team members
    • Receiving an offer if it's the right fit
    • Starting work after a background checkCompensation and benefits for this role include:
      • Targeted starting hourly range: $19.56 - $27.39/hr
      • Incentive potential
      • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance
      • Paid vacation time, sick time, and 11 company-paid holidays
      • 401k with up to 4% match
      • Tuition reimbursementWe are an equal opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability, or protected veteran status.Banner Bank is committed to making a positive impact on our communities through employee volunteerism and donations to local organizations. We are dedicated to helping businesses and individuals reach their goals through our financial strength and stability.

Keywords: Banner Bank, Catalina Island , Financial Services Representative, Sales , Los Angeles, California