Client Relationship Consultant II- Carmel Valley

In this role you'll

• Provide an exceptional sales and service experience while supporting daily branch operations.
• Assist with training, mentoring, and coaching new team members as they build confidence in their roles.
• Develop relationships with clients and community partners to build a strong consumer lending pipeline.
• Participate in outbound calls and joint client appointments with the Branch Manager and business partners.
• Consult with clients to understand their needs and recommend banking products, services, and digital tools.
• Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments.
• Balance your cash drawer with accuracy in currency and coin handling.
• Communicate proactively with clients to educate, resolve issues, and strengthen loyalty.
• Hold scheduled and walk‑in appointments to uncover needs and provide tailored solutions.
• Open new accounts, maintain existing accounts, and resolve account‑related issues while ensuring compliance with policies and regulations.
• Support lending activities by answering client questions, completing loan applications, and preparing documentation.

What we're looking for

• You have a High School Diploma or G.E.D. (Required).
• You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

What helps you shine

• You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts.
• You can review client credit data and financial information to identify needs and recommend solutions.
• You understand consumer and business lending best practices and enjoy supporting lending conversations.
• You’re skilled in consultative selling, cross-selling, and developing referral networks.
• You build strong client relationships through excellent communication and interpersonal skills.
• You manage multiple priorities with ease and adapt quickly to changing client or branch needs.
• You are confident using Microsoft Outlook, Word, and related business tools.
• You maintain professionalism in person, over the phone, and through email.
• You can lift and move up to 25 pounds as part of the role.

Our Company Values

• Do the right thing
• Mutual respect
• Honesty and integrity
• Accountability

What Our Team Says

• "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review

Compensation & Benefits

• Targeted starting salary range (based on experience): $22 - $30
• Annual 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