Banner Bank-posted 4 months ago
$19 - $26/Yr
Full-time • Entry Level
North Bend, OR
Credit Intermediation and Related Activities

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.

  • Provide exceptional client service at branch locations.
  • Open accounts and assist with processing Banker transactions.
  • Cross-sell Bank products and services.
  • Take applications for and book loans.
  • Perform account and client profile maintenance.
  • Respond to questions regarding client accounts.
  • Present tailored solutions to meet client's financial needs.
  • Refer clients to other lines of business as appropriate.
  • 2 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 ability.
  • 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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service