Client Relationship Consultant

Banner Bank•Beaverton, OR

1d•Onsite

About The Position

Banner Bank is hiring a Client Relationship Consultant to serve as a welcoming face of a branch and a trusted partner to clients. The role provides consultative sales and service, helping personal and business clients navigate their financial needs, build lasting relationships, and understand banking products and digital banking tools. The posting describes both an entry-level experience version and a version requiring four or more years of relevant experience. The consultant handles routine financial transactions, cash drawer balancing, account opening and maintenance, and branch lending support. The position also develops client relationships and referral opportunities, communicates proactively with clients, and contributes to branch operations and team development. Work is performed at branch locations. Banner Bank highlights its community involvement, employee volunteerism, and values of doing the right thing, respect or teamwork, honesty or trust, and accountability.

Requirements

High school diploma or GED required.
Entry-level experience in teller, banking, or sales roles with established goals required for one version of the role.
Four or more years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals required for another version of the role.
An equivalent combination of education and experience may be considered in lieu of a degree.
Ability to lift up to 25 pounds.
Strong communication and interpersonal skills and professionalism in person, by phone, and by email.
Ability to multitask and adapt to changing client and branch needs.
Comfort with Microsoft Outlook, Word, and related business tools.

Nice To Haves

Basic understanding of retail banking products, policies, and systems; advanced knowledge is helpful for the more experienced version of the role.
Ability to review financial information, including credit data, to identify client needs and recommend solutions.
Comfort working with complex account types, including 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 deposits, withdrawals, check cashing, loan payments, and other routine financial transactions accurately; balance cash drawers.
Consult with clients to identify needs and recommend banking products, services, and digital banking tools.
Build and maintain consumer and business lending pipelines by deepening client and center-of-influence relationships.
Conduct outbound calls and networking activities, and participate in banking presentations to generate referrals and new business.
Use need-based sales techniques to expand, retain, and strengthen client relationships.
Refer clients to internal partners, including Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
Communicate proactively with current and prospective clients to educate them, resolve concerns or issues, gather feedback, and build loyalty.
Conduct scheduled and walk-in appointments to identify client needs and recommend solutions.
Open new accounts, maintain existing accounts, and resolve account issues in compliance with policies, procedures, and regulations.
Support branch lending activities by answering client questions, completing loan applications, preparing accurate documentation, and supporting booking.
Support branch operations and contribute to training, mentoring, and coaching team members.