Client Relationship Consultant

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Located in Yreka, CA

Salary: $19.00-$24.50 DOE

For the South county area: we are looking for a Client Relationship Consultant.

As a Client Relationship Consultant, you’ll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while supporting strong, lasting relationships with our bank. Every interaction is an opportunity to create a positive experience and make a meaningful impact.

What we're looking for:

• You have a High School Diploma or G.E.D. (Required).
• You bring experience in teller, banking, or sales roles with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

In this role you'll:

• Engage clients with exceptional service while supporting a wide range of sales and service activities.
• Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments.
• Balance your cash drawer with precise currency and coin handling.
• Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals.
• Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback.
• Hold appointments to identify client needs, provide solutions, and support their financial success.
• Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations.
• Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.

This is a full time position, pay is $19.00-$24.50 DOE

 

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