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Client Relations Associate Jobs in Fresno, CA (NOW HIRING)

Tri Counties Bank

Relationship Associate

Fresno, CA

$22 - $28/hr

Collects necessary financial documents to satisfy ticklers and renewal requirements. • Helps with customer onboarding, due diligence and other associate risk management matters where required.

New

UMB Financial

Sr. Commercial Client Manager

Fresno, CA · On-site

$141K - $207K/yr

... excellent client relations & proper servicing of account(s), and ensure the portfolio's credit ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Traveling with Tasha

Customer Care Associate

Fresno, CA · On-site

$14.50 - $19.75/hr

About the job Customer Care Associate Overview We are hiring a Customer Relations Specialist to ... Daily responsibilities include responding to client inquiries, researching travel options ...

CosmoProf

09323 Assistant Store Manager

Fresno, CA

... client experience which maximizes sales/KPIs and drives customer loyalty in assigned stores ... Maintains positive associate relations by resolving associate concerns and keeping associates ...

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All JobsClient Relations Associate JobsClient Relations Associate Jobs in Fresno, CA

Client Relations Associate information

See Fresno, CA salary details

$24.8K

$46.8K

$66.5K

How much do client relations associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client relations associate in Fresno, CA is $46,755.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $49,600.00 per year, depending on experience, location, and employer.

What is a client relations associate?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What are the key skills and qualifications needed to thrive as a client relations associate?

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

How does a client relations associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

What are the most commonly searched types of Client Relations jobs in Fresno, CA?

The most popular types of Client Relations jobs in Fresno, CA are:

What are popular job titles related to Client Relations Associate jobs in Fresno, CA?

For Client Relations Associate jobs in Fresno, CA, the most frequently searched job titles are:

What job categories do people searching Client Relations Associate jobs in Fresno, CA look for?

The top searched job categories for Client Relations Associate jobs in Fresno, CA are:

What cities near Fresno, CA are hiring for Client Relations Associate jobs?

Cities near Fresno, CA with the most Client Relations Associate job openings:

Client Relations Associate jobs near you

Relationship Associate

Tri Counties Bank

Fresno, CA

$22 - $28/hr

Full-time

Posted 2 days ago

New

Tri Counties Bank rating

7.1

Company rating: 7.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

124th of 175 rated banks

Job description

Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits.

The hiring range for this opportunity is $22.00 to $28.00 hourly along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY

Responsible for supporting a small portfolio of customers performing a variety of duties related to the processing of business banking, commercial, real estate, and/or lines of credit. Performs a variety of loan servicing duties for an assigned business banking loan portfolio to ensure satisfactory credit risk management, compliance with loan covenants and bank policies and procedures. Works directly with Business Bankers, Underwriters, Loan Originations, Branch and support department personnel and clients.

MAJOR RESPONSIBILITIES

• Assists business bankers in collecting loan documentation on existing or potential customers for credit analysis purposes. Collects necessary financial documents to satisfy ticklers and renewal requirements.

• Helps with customer onboarding, due diligence and other associate risk management matters where required. Analyzes applicant documentation and reviews legal entity documentation to determine account/loan signers.

• Orders DMV reviews, flood certificates, UCC searches, credit reports, appraisals, preliminary title reports and environmental reports as needed.

• Reviews preliminary title policies for accuracy and requests endorsements and lien releases as needed to perfect the bank’s lien position. Prepares lender’s instructions accurately.

• Reviews supporting documentation for accuracy and obtains underwriting approval for any changes. Input missing or modified information into nCino to ensure superior customer service and relationship management.

• Prepares and submits complete files for Loan Documentation. After credit approval, compiles all necessary information and documents required as a condition of loan approval according to the loan product.

• Coordinates loan documentation and loan closings establishing reasonable customer expectation for loan document signing and loan closing for all loans. Helps with document imaging including scanning of customer financial information, loan documentation and uploading documents to the imaging system.

• Processes and prepares documentation for payments, advances, and draws. Researches account relationship information in the Core system, such as balances, accrued interest, payment due, etc.

• Helps with coordinating documentation for new deposit accounts and assists with relationship maintenance.

OTHER RESPONSIBILITIES

• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws.

• Responds to and resolves customer requests or technical questions relating to loan and deposit accounts.

• Attends all required training for professional growth.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

• High school diploma or equivalent, required.

• Two years of loan processing, or equivalent related job experience in a financial institution. Experience with nCino preferred.

• Complete working knowledge of business loan transactions.

• Ability to develop and manage customer relationships.

• Familiarity with Treasury Management products and services.

• Excellent organizational and time management skills.

• Excellent verbal and written communication skills.

• Notary desired.

COMPANY PROFILE

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.

Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.

As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

Careers-TCB-Notice-of-Collection.pdf

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