Banking Client Relationship Specialist I

Banner Bank; Richland (WA); On-site; USD 26,174 - 33,062; Full time

Job summary

Banner Bank in Richland, Washington, is seeking a Client Relationship Consultant. You’ll be the welcoming face of the branch, helping clients navigate their financial lives while building lasting relationships.

The role involves handling deposits, withdrawals, loan payments, opening accounts, and referring clients to lending, treasury, mortgage, and investment teams, with an emphasis on accuracy, compliance, and service.

Qualifications

• 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.

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.

Education

High School Diploma or G.E.D.

Job description

Banner Bank in Richland, Washington, is seeking a Client Relationship Consultant. You’ll be the welcoming face of the branch, helping clients navigate their financial lives while building lasting relationships.

The role involves handling deposits, withdrawals, loan payments, opening accounts, and referring clients to lending, treasury, mortgage, and investment teams, with an emphasis on accuracy, compliance, and service.