Client Relationship Consultant

Banner Bank • Anacortes, WA

4d • $20 - $27

About The Position

As a Client Relationship Consultant, you are the welcoming face of the branch and a trusted partner for clients. You help clients navigate their financial lives, create positive experiences, and build strong, lasting relationships with Banner Bank. The role involves routine financial transactions, account servicing, client consultations, referrals, lending support, and education about banking products and digital tools. The position requires accuracy and compliance with bank policies, procedures, and regulations.

Requirements

• High school diploma or G.E.D. (required).
• Entry-level experience in teller, banking, or sales roles with established goals (required).
• Ability to lift up to 25 pounds.

Nice To Haves

• Strong communication and interpersonal skills, with an ability to build client relationships.
• Confidence discussing banking products and services and recognizing opportunities to recommend solutions.
• Ability to multitask and adapt quickly to changing client and branch needs.
• Basic understanding of retail banking products, policies, and systems.
• Ability to review financial information, including credit data, to identify client needs and suggest options.
• Comfort with Microsoft Outlook, Word, and other business tools.
• Professionalism in person, over the phone, and via email.

Responsibilities

• Engage clients with exceptional service while supporting sales and service activities.
• Process routine financial transactions, including deposits, withdrawals, check cashing, and loan payments.
• Balance the cash drawer and handle currency and coin accurately.
• Consult with clients to understand their needs and introduce relevant products, services, and digital banking tools.
• Identify opportunities to expand client relationships and make referrals to Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with clients to educate them, 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 in compliance with applicable policies, procedures, and regulations.
• Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.

Benefits

• Annual incentive potential.
• Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance.
• Paid vacation time, sick time, and 11 company-paid holidays.
• 401(k) with up to 4% match.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED