Client Relationship Consultant II- Carmel Valley

Banner Bank • San Diego, CA

1d • $22 - $30

About The Position

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 II , you’ll play a key role in supporting clients through meaningful financial conversations and exceptional service. You’ll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience. In this role you'll Provide an exceptional sales and service experience while supporting daily branch operations. Assist with training, mentoring, and coaching new team members as they build confidence in their roles. Develop relationships with clients and community partners to build a strong consumer lending pipeline. Participate in outbound calls and joint client appointments with the Branch Manager and business partners. Consult with clients to understand their needs and recommend banking products, services, and digital tools. Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services. Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments. Balance your cash drawer with accuracy in currency and coin handling. Communicate proactively with clients to educate, resolve issues, and strengthen loyalty. Hold scheduled and walk‑in appointments to uncover needs and provide tailored solutions. Open new accounts, maintain existing accounts, and resolve account‑related issues while ensuring compliance with policies and regulations. Support lending activities by answering client questions, completing loan applications, and preparing documentation.

Requirements

• You have a High School Diploma or G.E.D. (Required).
• You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

Nice To Haves

• You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts.
• You can review client credit data and financial information to identify needs and recommend solutions.
• You understand consumer and business lending best practices and enjoy supporting lending conversations.
• You’re skilled in consultative selling, cross-selling, and developing referral networks.
• You build strong client relationships through excellent communication and interpersonal skills.
• You manage multiple priorities with ease and adapt quickly to changing client or branch needs.
• You are confident using Microsoft Outlook, Word, and related business tools.
• You maintain professionalism in person, over the phone, and through email.
• You can lift and move up to 25 pounds as part of the role.

Responsibilities

• Provide an exceptional sales and service experience while supporting daily branch operations.
• Assist with training, mentoring, and coaching new team members as they build confidence in their roles.
• Develop relationships with clients and community partners to build a strong consumer lending pipeline.
• Participate in outbound calls and joint client appointments with the Branch Manager and business partners.
• Consult with clients to understand their needs and recommend banking products, services, and digital tools.
• Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments.
• Balance your cash drawer with accuracy in currency and coin handling.
• Communicate proactively with clients to educate, resolve issues, and strengthen loyalty.
• Hold scheduled and walk‑in appointments to uncover needs and provide tailored solutions.
• Open new accounts, maintain existing accounts, and resolve account‑related issues while ensuring compliance with policies and regulations.
• Support lending activities by answering client questions, completing loan applications, and preparing documentation.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees