Client Relationship Consultant jobs in United States
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Banner Bank · 1 day ago

Client Relationship Consultant

Banner Bank, one of the Best 100 Banks in America, is seeking a Client Relationship Consultant to be the welcoming face of their branch. This role focuses on engaging clients with exceptional service, processing financial transactions, and supporting strong relationships while promoting various banking products and services.

BankingFinanceFinancial Services
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Culture & Values

Responsibilities

Engage clients with exceptional service while supporting a wide range of sales and service activities
Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments
Balance your cash drawer with precise currency and coin handling
Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals
Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services
Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback
Hold appointments to identify client needs, provide solutions, and support their financial success
Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations
Support branch lending processes by answering questions, completing applications, and preparing accurate documentation

Qualification

Client relationship managementRetail banking knowledgeMicrosoft OfficeMultitaskingCommunication skillsInterpersonal skills

Required

You have a High School Diploma or G.E.D
You bring entry-level experience in teller, banking, or sales roles with established goals
An equivalent combination of education and experience can be considered in lieu of a degree

Preferred

You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills
You're confident discussing banking products and services and can recognize opportunities to recommend solutions
You're skilled at multitasking and can adapt quickly to evolving client and branch needs
You have a basic understanding of retail banking products, policies, and systems
You can review financial information, including credit data, to identify client needs and suggest options
You are comfortable with Microsoft Outlook, Word, and other business tools
You demonstrate professionalism in person, over the phone, and via email
You can lift up to 25 pounds as part of the role

Benefits

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

Company

Banner Bank

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We are proud to provide you with the most comprehensive financial services in the Pacific Northwest

Funding

Current Stage
Late Stage

Leadership Team

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Mark Grescovich
President and Chief Executive Officer of Banner Corporation and Banner Bank. Also a Director
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James Costa
EVP Chief Operating Officer (COO)
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Company data provided by crunchbase