Client Relationship Consultant

Banner Bank • Coos Bay, OR

3d • Onsite

About The Position

As a Client Relationship Consultant, you’ll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while supporting strong, lasting relationships with our bank. Every interaction is an opportunity to create a positive experience and make a meaningful impact. In this role you'll Engage clients with exceptional service while supporting a wide range of sales and service activities. Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments. Balance your cash drawer with precise currency and coin handling. Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals. Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services. Proactively communicate with clients to educate, 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 while ensuring compliance with policies, procedures, and regulations. Support branch lending processes by answering questions, completing applications, and preparing accurate documentation. You’ll Provide exceptional client experiences through consultative sales and service interactions at branch locations. Build awareness and understanding of bank products and services, including digital banking capabilities. Grow and maintain a consumer and business lending pipeline by deepening client and center‑of‑influence relationships. Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business. Apply need‑based sales techniques to expand, retain, and strengthen client relationships. Identify and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services. Proactively communicate with current and prospective clients to educate, resolve issues, and build long‑term loyalty. Conduct scheduled and walk‑in client appointments to identify needs and recommend solutions. Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations. Support branch lending activities by educating clients, completing loan applications, and ensuring accurate documentation and booking. Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments, and balance cash drawers with precision. Support branch operations and contribute to the training, mentoring, and coaching of team members.

Requirements

• High School Diploma or G.E.D. (Required)
• entry-level experience in teller, banking, or sales roles with established goals (Required)
• An equivalent combination of education and experience can be considered in lieu of a degree.
• 4 or more years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals (Required)

Nice To Haves

• You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills.
• You’re confident discussing banking products and services and can recognize opportunities to recommend solutions.
• You’re skilled at multitasking and can adapt quickly to evolving client and branch needs.
• You have a basic understanding of retail banking products, policies, and systems.
• You can review financial information, including credit data, to identify client needs and suggest options.
• You are comfortable with Microsoft Outlook, Word, and other business tools.
• You demonstrate professionalism in person, over the phone, and via email.
• You can lift up to 25 pounds as part of the role.
• You have advanced knowledge of retail banking products, systems, and procedures.
• You’re comfortable working with complex account types such as Trusts, Powers of Attorney, Guardianships, and Court‑Blocked accounts.
• You can analyze credit data and financial information to recommend thoughtful, client‑focused solutions.
• You bring strong sales, cross‑selling, networking, and referral management skills.
• You build trust easily through excellent interpersonal, verbal, and written communication.
• You thrive in a fast‑paced environment, balancing multiple priorities with flexibility and accuracy.
• You’re confident using Microsoft Outlook, Word, and related business and communication tools.

Responsibilities

• Engage clients with exceptional service while supporting a wide range of sales and service activities.
• Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments.
• Balance your cash drawer with precise currency and coin handling.
• Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals.
• Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with clients to educate, 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 while ensuring compliance with policies, procedures, and regulations.
• Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.
• Provide exceptional client experiences through consultative sales and service interactions at branch locations.
• Build awareness and understanding of bank products and services, including digital banking capabilities.
• Grow and maintain a consumer and business lending pipeline by deepening client and center‑of‑influence relationships.
• Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business.
• Apply need‑based sales techniques to expand, retain, and strengthen client relationships.
• Identify and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with current and prospective clients to educate, resolve issues, and build long‑term loyalty.
• Conduct scheduled and walk‑in client appointments to identify needs and recommend solutions.
• Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations.
• Support branch lending activities by educating clients, completing loan applications, and ensuring accurate documentation and booking.
• Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments, and balance cash drawers with precision.
• Support branch operations and contribute to the training, mentoring, and coaching of team members.

Benefits

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

What This Job Offers

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