Client Relationship Consultant 3 (Banker) - Sunny Hills Fullerton, CA
$56,618–$69,181 year
On-site · Fullerton, California, United States
Job Summary
Client Relationship Consultant to build relationships with customers via in-person, appointment, and virtual channels, delivering guidance on banking needs and educating clients on deposit and loan products. Open new accounts, process service requests, submit credit applications, and leverage digital products to enhance the client experience. Maintain knowledge of retail banking products, collaborate with branch teams, and proactively engage clients to identify financial needs and provide tailored solutions in a digital-first environment. Requires NMLS registration and successful background/credit checks.
Required Qualifications
- High school diploma or equivalent
- NMLS registration under the SAFЕ Act and Regulation Z
- Criminal background and credit check
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