Client Relationship Consultant
Banner Bank(25 days ago)
About this role
The Client Relationship Consultant at Banner Bank supports clients at a branch location in El Cajon, California. The role focuses on providing exceptional service while handling day-to-day banking needs for personal and business clients. It also involves presenting appropriate financial solutions and referring clients to other bank services when needed. This position contributes directly to client satisfaction and long-term banking relationships.
Required Skills
- Client Service
- Account Opening
- Transaction Processing
- Cross Selling
- Loan Applications
- Account Maintenance
- Client Profiling
- Needs Analysis
- Financial Advising
- Communication Skills
+2 more
Qualifications
- NMLS Registration
About Banner Bank
bannerbank.comNew Relic is a cloud-based observability platform that helps engineering and operations teams monitor, troubleshoot, and optimize applications and infrastructure by collecting metrics, traces, logs, and events. Its product suite includes application performance monitoring (APM), distributed tracing, infrastructure monitoring, log management, synthetic and real-user monitoring, and customizable dashboards and alerts. The platform emphasizes unified telemetry, broad integrations, and developer-friendly APIs to provide end-to-end visibility across cloud-native and microservices environments. Organizations use New Relic to reduce mean time to resolution, improve performance, and correlate telemetry for capacity planning and incident response.
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