Client Relationship Consultant

Banner Bank•Anacortes, WA

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, build lasting relationships, and create positive experiences through a broad range of sales and service activities. The role includes processing routine financial transactions, balancing a cash drawer, consulting with clients about their needs, and introducing relevant banking products, services, and digital tools. You also identify referral opportunities, communicate proactively with clients, hold appointments, open and maintain accounts, resolve account issues, and support branch lending processes. Work must comply with applicable policies, procedures, and regulations. Banner Bank has more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California. The company describes a long-standing commitment to serving clients and businesses, employee volunteerism, and donations to community organizations.

Requirements

High school diploma or GED.
Entry-level experience in teller, banking, or sales roles with established goals.
Ability to lift up to 25 pounds.
An equivalent combination of education and experience may be considered in lieu of a degree.

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 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 using Microsoft Outlook, Word, and other business tools.
Professionalism in person, over the phone, and via email.

Responsibilities

Engage clients through exceptional service while supporting sales and service activities.
Process routine financial transactions accurately and efficiently, including deposits, withdrawals, check cashing, and loan payments.
Balance a cash drawer and handle currency and coin precisely.
Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals.
Identify opportunities to expand client relationships and refer clients to Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services partners.
Communicate proactively with clients to educate them, resolve concerns, strengthen loyalty, and gather feedback.
Hold appointments to identify client needs, provide solutions, and support clients' financial success.
Open new accounts, maintain existing accounts, and resolve account issues while following policies, procedures, and regulations.
Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.