Client Relationship Consultant

Banner Bank • Bellingham, WA

10d • $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, support strong relationships with the bank, and create positive experiences through each interaction. The role combines client service, routine financial transactions, relationship development, account support, and assistance with branch lending processes.

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.

Nice To Haves

• Strong communication and interpersonal skills, with the 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 using Microsoft Outlook, Word, and other business tools.
• Professionalism in person, over the phone, and via email.

Responsibilities

• Provide exceptional client service while supporting a range of 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 coins precisely.
• Consult with clients to understand their needs and introduce relevant products, services, and digital banking tools.
• 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 their financial success.
• Open new accounts, maintain existing accounts, and resolve account issues in compliance with policies, procedures, and regulations.
• Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.

Benefits

• Annual incentive potential.
• Medical, dental, vision, long-term disability, short-term disability, 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