Client Relationship Consultant I

Company: Banner Bank
Location: Redmond
Posted on: March 12, 2025

Job Description:

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.As a Client Relationship Consultant, you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate.Client Relationship Consultant Requirements

• 1 or more years of Client Relationship Consultant experience or similar experience required
• NMLS registration or ability to obtain required
• A passion for providing superior client service
• Ability to analyze client needs and make appropriate recommendations based on financial data
• Effective communication and advisory abilityOur Process
  • Complete a simple application and answer a few questions
  • Take a quick assessment that gives us a little more insight on your work style
  • Have a phone interview with the manager or recruiter
  • Have an on-site interview with the manager and another key member or two of the team
  • Get an offer if it's the right fit for you and Banner
  • Start working after a background check and kick-off an amazing careerCompensation & Benefits
    • Targeted starting hourly range (based on experience): $19.56 - $27.39/hr
    • 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 reimbursementIn this role you'll have an opportunity to:
      • Provide an exceptional client experience while engaging in a broad range of sales and service activities at branch locations.
      • Process a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balance cash drawer, counting currency and coin accurately.
      • Consult with clients on bank products and services to attract, expand, and retain client relationships. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize and facilitate referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services).
      • Communicate proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Hold client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
      • Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
      • Assist in branch lending processes, educate clients regarding lending options, complete thorough loan applications and documentation.Education & Certifications
        • High school diploma or equivalent
        • An equivalent combination of education and experience may be consideredExperience
          • 1 or more years of teller/banker or related sales experience with established goals required
          • NMLS registration or ability to obtain required
          • Ability to analyze client needs and make appropriate recommendations based on financial dataKnowledge, Skills and Abilities
            • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.
            • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions.
            • Possess effective selling, cross selling and referral skills.
            • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
            • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
            • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.Please take time to review before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
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Keywords: Banner Bank, Redmond , Client Relationship Consultant I, Professions , Redmond, Washington