Banking Client Relationship Advisor

Banner Bank; Bellingham (WA); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance and disability

Paid vacation and holidays

401k with match

Tuition reimbursement

Job summary

Banner Bank in Washington is hiring a Client Relationship Consultant to be the welcoming face of the branch and a trusted partner for clients. You will help people navigate their financial lives and build lasting relationships with the bank.

You will handle transactions, open and maintain accounts, and identify opportunities to introduce banking products and digital tools. This role emphasizes compliance, accuracy, and customer-care excellence.

Qualifications

• You have a High School Diploma or G.E.D. (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

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.
• Holding 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.

Skills

Customer service

Relationship building

Communication

Multitasking

Microsoft Outlook

Microsoft Word

Education

High School Diploma or GED

Tools

Outlook

Word

Job description

Banner Bank in Washington is hiring a Client Relationship Consultant to be the welcoming face of the branch and a trusted partner for clients. You will help people navigate their financial lives and build lasting relationships with the bank.

You will handle transactions, open and maintain accounts, and identify opportunities to introduce banking products and digital tools. This role emphasizes compliance, accuracy, and customer-care excellence.