Job details

Client Experience Manager - job 1 of 2

Job Summary of Client Experience Manager:The Importance of a Client Experience Manager: A Client Experience Manager is critical for individuals who have a high net worth and complex financial situations. They offer personalized advice and guidance to help clients build and maintain their wealth, navigate tax laws, and ensure their financial goals are met:Qualification of Client Experience Manager:Professional growth is highly valued in the banking sector. Experienced bankers are commonly required to attend training programs and seminars as part of their ongoing development, helping them stay up-to-date with new technologies and contemporary techniques:• The eligibility criteria for this role require individuals to hold a minimum of one-year experience in the role of a teller, effectively take part in the sales process, and demonstrate their competence in achieving targets• Skilled in arranging and managing workloads expertly, supported by a basic understanding of mathematical analysis, conflict resolution, and finding solutions• Proper handling of email communication as a vital aspect of contemporary business communication requires forethought and consideration• Manifested efficacy in developing sturdy interpersonal ties with people; superb adeptness in catering to customer needsApplication Process of Client Experience Manager:Individuals should provide details about their source and amount of income. This provides the company with an understanding of the individual's financial situation:• Address: _____________• Respond to these prompt questions to gain an understanding of your work ethic• Arranging a Conference Call with Hiring Representatives via Phone• Organize an interview session with the team manager and other important members of your team. Schedule the time and location which is suitable for all participants, and provide them with the necessary information about the interview and what is expected from them• Tailor your application to Banner's specific requirements and make yourself the ideal candidate for the job• Ensure Your Professional Reputation with a Comprehensive Background CheckBenifits of Client Experience Manager:The Efficiency of a Client Experience Manager - Without the need to log onto a desktop computer or laptop, a Client Experience Manager allows for quick and easy access to financial data. This can save time and allow for more efficient management of investments:• The pay rate for individuals in this role can be between $18.00 and $19.00 hourly, with the possibility of an extra $1.50 on top of their standard wage, depending on their abilities• Incentive potential• Employees are entitled to a vast selection of benefits, including medical, dental, vision, long-term disability, short-term disability, and life insurance plans• The business supports its workers by giving them covered time-off for vacations, illnesses, and 11 specific company holidays• The 401k savings plan is a popular choice for employees looking to save for retirement with the added benefit of a company match up to 4%• If certain conditions are met, employees may receive up to $5,250 in tuition reimbursement each year.

Banner Bank Glassdoor Company Review

3.8

Banner Bank DE&I Review

No rating

CEO of Banner Bank

Mark J. Grescovich

Approve of CEO

Average salary estimate

Estimate provided by employer

$90000 / ANNUAL (est.)

min

max

$80K

$100K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Experience Manager, Banner Bank

Joining the amazing team at our Hermosa Beach, CA office as a Client Experience Manager means you're stepping into a role that’s all about relationships and financial empowerment. In this position, you will serve high-net-worth clients with unique financial needs, offering tailored advice and strategies to help them build and maintain their wealth. You'll leverage your expertise in tax law and financial goals to craft solutions that meet each client's specific requirements. Your day-to-day activities will include managing client communications, efficiently organizing workflow, and maintaining strong interpersonal connections. This role requires at least one year of teller experience and a knack for sales to ensure that targets are met while delivering exceptional service. You’ll be engaging in continuous professional development through training programs, so you’ll always be ahead of the curve in the ever-evolving banking landscape. Furthermore, the role provides flexibility, allowing you to access financial data easily without being tied to a desktop, enhancing efficiency altogether. Plus, you'll enjoy an attractive compensation package with hourly rates between $18.00 and $19.00, potential incentives, and a comprehensive benefits package. If you’re driven, customer-focused, and ready to make a difference in the lives of clients, the Client Experience Manager role at our company can be your next big career move!

Frequently Asked Questions (FAQs) for Client Experience Manager Role at Banner Bank

What are the responsibilities of a Client Experience Manager at our company?

As a Client Experience Manager, your main responsibilities will involve providing personalized financial advice to high-net-worth clients, ensuring their financial goals are met, and guiding them through complex financial situations. You'll be expected to manage client communications efficiently and build strong, lasting relationships to enhance the overall client experience.