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Peak Time Financial Consultant

Jobleads-US
Rohnert Park, CA Full Time
POSTED ON 4/7/2025
AVAILABLE BEFORE 5/5/2025

In this role as a Peak time Client Relationship Consultant, you'll have the opportunity to develop new business and expand existing client relationships. This involves working closely with clients to understand their financial needs and providing personalized solutions to meet those needs.

Key Responsibilities:

- Building and fostering relationships with clients through proactive outreach and follow-up
- Asking questions and learning about clients' financial needs and banking preferences
- Accurately completing teller transactions, including deposits, account maintenance, withdrawals, transfers, ATM services, and balancing the cash drawer daily
- Developing new business and expanding existing client relationships
- Meeting or maintaining National Mortgage Licensing System (NMLS) registration requirements

Why Join Us?

We're committed to helping our customers and businesses succeed. As a Peak time Client Relationship Consultant, you'll have the opportunity to work in a dynamic environment where no two days are ever the same. Our team is passionate about delivering exceptional customer service and ensuring that every interaction is positive and memorable.

What We Offer:

- Comprehensive benefits package
- Opportunities for professional growth and development
- Collaborative and supportive work environment
- Recognition and rewards for outstanding performance

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