Client Relationship Consultant

Banner Bank•North Bend, OR

1d•$19 - $25•Onsite

About The Position

Banner Bank is hiring a Client Relationship Consultant to provide client service and banking support at a branch. The role includes engaging clients through consultative sales and service, processing financial transactions, opening and maintaining accounts, supporting lending activities, and referring clients to relevant internal banking partners. The position also supports branch operations and, in the more experienced role description, contributes to team training, mentoring, and coaching. The posting includes both entry-level and experienced versions of the role, with different experience expectations and overlapping duties.

Requirements

High school diploma or GED.
Entry-level experience in teller, banking, or sales roles with established goals is required for one version of the role.
At least four years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals is required for another version of the role.
An equivalent combination of education and experience may be considered in lieu of a degree.

Nice To Haves

Strong client service, relationship-building, communication, and interpersonal skills.
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; advanced knowledge is identified for the more experienced version.
Ability to review and analyze financial information and credit data to identify client needs and recommend solutions.
Comfort working with complex account types such as trusts, powers of attorney, guardianships, and court-blocked accounts.
Strong sales, cross-selling, networking, referral management, and relationship-development skills.
Professional communication in person, by phone, and by email.
Comfort using Microsoft Outlook, Word, and related business and communication tools.
Ability to lift up to 25 pounds.

Responsibilities

Provide exceptional client service and support sales and service activities at branch locations.
Process deposits, withdrawals, check cashing, and loan payments accurately; balance cash drawers.
Consult with clients to understand their needs and recommend banking products, services, and digital banking tools.
Build and maintain client relationships, identify opportunities to deepen relationships, and refer clients to Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
Communicate proactively with current and prospective clients to educate them, resolve concerns, gather feedback, and strengthen loyalty.
Conduct scheduled and walk-in appointments to identify client needs and recommend solutions.
Open new accounts and maintain existing accounts in accordance with policies, procedures, and regulations.
Support branch lending activities by answering client questions, completing loan applications, preparing accurate documentation, and supporting loan booking.
Grow and maintain consumer and business lending pipelines through client and center-of-influence relationships.
Conduct outbound calls, networking activities, and banking presentations to generate referrals and new business.
Support branch operations and contribute to training, mentoring, and coaching team members.