Client Relationship Consultant

Banner Bank•North Bend, OR

About The Position

Banner Bank is hiring a Client Relationship Consultant to serve as a welcoming, trusted partner for branch clients. The role provides consultative sales and service, helps clients navigate their financial needs, and supports strong, lasting relationships with the bank. The posting describes both entry-level and experienced qualification profiles, including one requiring entry-level teller, banking, or sales experience and another requiring four or more years of related experience. Responsibilities include routine transactions, account services, lending support, client outreach, referrals, and assistance with branch operations and team development.

Requirements

High school diploma or GED required; an equivalent combination of education and experience may be considered in lieu of a degree.
The entry-level profile requires experience in teller, banking, or sales roles with established goals.
The experienced profile requires four or more years as a banker, client relationship consultant, or in a related sales role with established performance goals.
Ability to lift up to 25 pounds.
Professionalism in person, over the phone, and by email.
Comfort using Microsoft Outlook, Word, and related business and communication tools.

Nice To Haves

Strong communication and interpersonal skills and the ability to build client relationships.
Confidence discussing banking products and services and identifying opportunities to recommend solutions.
Ability to multitask and adapt to changing client and branch needs.
Basic understanding of retail banking products, policies, and systems for the entry-level profile; advanced knowledge of retail banking products, systems, and procedures for the experienced profile.
Ability to review financial information, including credit data, and identify client needs or recommend client-focused solutions.
Comfort working with complex account types such as trusts, powers of attorney, guardianships, and court-blocked accounts.
Strong sales, cross-selling, networking, and referral-management skills.
Ability to thrive in a fast-paced environment while balancing priorities with flexibility and accuracy.

Responsibilities

Provide exceptional client experiences through consultative sales and service interactions at branch locations.
Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments; balance cash drawers.
Consult with clients to understand their needs and introduce relevant products, services, and digital banking tools.
Grow and maintain consumer and business lending pipelines by developing client and center-of-influence relationships.
Conduct outbound calls, networking activities, and banking presentations to generate referrals and new business.
Use need-based sales techniques to expand, retain, and strengthen client relationships.
Identify and facilitate referrals to Commercial Lending, Treasury Management, Mortgage Lending, Investment Services, and other internal partners.
Communicate proactively with current and prospective clients to educate them, resolve concerns, build loyalty, and gather feedback.
Conduct scheduled and walk-in appointments to identify needs and recommend solutions.
Open new accounts, maintain existing accounts, and resolve account issues in compliance with policies, procedures, and regulations.
Support branch lending by answering questions, educating clients, completing loan applications, preparing accurate documentation, and supporting booking.
Support branch operations and contribute to training, mentoring, and coaching team members.