Client Relationship Consultant

Banner Bank•Bellingham, WA

About The Position

The Client Relationship Consultant is the welcoming face of the branch and a trusted partner to clients, helping them navigate their financial lives and build lasting relationships with the bank. The role provides exceptional service while supporting sales and service activities, processing routine transactions, consulting with clients about their needs, and recommending relevant products, services, and digital banking tools. The consultant also supports account maintenance and branch lending processes while ensuring compliance with policies, procedures, and regulations.

Requirements

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

Nice To Haves

Strong communication and interpersonal skills, with an ability to build client relationships.
Confidence discussing banking products and services and identifying 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

Deliver exceptional client service and support branch sales and service activities.
Process deposits, withdrawals, check cashing, loan payments, and other routine financial transactions accurately and efficiently.
Balance a cash drawer and handle currency and coin precisely.
Consult with clients to understand their needs and introduce relevant products, services, and digital banking tools.
Identify opportunities to deepen 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 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.