Client Relationship Consultant 1 (Banker) - South Lake Tahoe, CA (34hrs)
$42,307–$51,709 year
On-site · South Lake Tahoe, California, United States
Job Summary
Client Relationship Consultant 1 (Banker) builds relationships with customers through in-person, appointment, and virtual interactions, offering guidance on deposit and loan products, processing basic transactions, opening consumer/business accounts, and educating clients on digital self-service tools. The role emphasizes proactive outreach, understanding each client’s financial needs, and collaborating with branch teams to deliver an optimal client experience while maintaining knowledge of banking products and regulatory requirements (NMLS/S.A.F.E. Act, Regulation Z). The position focuses on proactive relationship management, customer service excellence, and leveraging digital channels to support clients.
Required Qualifications
- High school diploma or equivalent
- Typically 1-2 years of retail banking experience or equivalent training
- NMLS registration and related background/credit checks
- Ability to build and foster client relationships
- Proficiency with digital/self-service banking tools
- Strong communication and customer service skills
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