Client Services Representative

hace 5 días


Ciudad de México, Ciudad de México Banner Bank A tiempo completo
Role Overview

At Banner Bank, we are committed to providing exceptional client service while engaging in sales and service activities at our branch locations. As a Client Relationship Consultant, you will be responsible for providing tailored solutions that meet the client's specific financial needs.

Key Responsibilities

• Provide exceptional client service while engaging in sales and service activities
• Open accounts, assist with processing Banker transactions, cross-sell Bank products and services
• Take applications for and book loans, perform account and client profile maintenance
• Respond to questions regarding client accounts

Requirements

• 1 or more years of Client Relationship Consultant experience or similar experience required
• NMLS registration or ability to obtain required
• A passion for providing superior client service
• Ability to analyze client needs and make appropriate recommendations based on financial data
• Effective communication and advisory ability

Benefits

• Targeted starting hourly range (based on experience): $19.56 - $27.39/hr
• Incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement
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