Banking Client Success Advisor

Medium; Anacortes (WA); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Holidays

Tuition reimbursement

Job summary

Banner Bank in Anacortes, WA is seeking a Client Relationship Consultant to be the welcoming face of our branch and a trusted partner for clients. You will help people navigate their financial lives by delivering exceptional service, processing transactions, opening accounts, and referring opportunities across lending, treasury, mortgage, and investments.

This entry-level role requires a high school diploma and a client-focused mindset; opportunities for growth and competitive benefits are

Qualifications

• High School Diploma or GED required.
• Entry-level teller/banking or sales experience with established goals.
• 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.

Skills

Communication skills

Interpersonal skills

Multitasking

Education

High School Diploma or GED

Equivalent combination of education and experience considered

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank in Anacortes, WA is seeking a Client Relationship Consultant to be the welcoming face of our branch and a trusted partner for clients. You will help people navigate their financial lives by delivering exceptional service, processing transactions, opening accounts, and referring opportunities across lending, treasury, mortgage, and investments.

This entry-level role requires a high school diploma and a client-focused mindset; opportunities for growth and competitive benefits are