Banking Relationship Advisor

Banner Bank

Coos Bay (OR)

On-site

USD 26,000 - 33,000

Full time

6 days ago
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Benefits offered by this job

Medical, dental, vision coverage
401k with company match
Paid vacation and holidays

Job summary

Banner Bank is seeking a Client Relationship Consultant to be the welcoming face of the branch, helping clients navigate financial needs and building lasting relationships. You will engage in consultative sales, promote banking products and digital tools, and support accounts with accuracy and compliance.

The role emphasizes client-first service, cross-selling opportunities, and collaboration with internal partners to grow relationships and ensure customer satisfaction.

Qualifications

  • High School Diploma or GED required.
  • 4+ years of banking, client relationship consultant, or related sales experience with defined goals.

Responsibilities

  • Provide exceptional client experiences through consultative sales and service interactions at branch locations.
  • Build awareness and understanding of bank products and services, including digital banking capabilities.
  • Grow and maintain a consumer and business lending pipeline by deepening client and center-of-influence relationships.
  • Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business.
  • Apply need-based sales techniques to expand, retain, and strengthen client relationships.
  • Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations.

Skills

Customer service
Relationship building
Sales skills
Communication skills

Education

High School Diploma or GED

Tools

Microsoft Outlook
Microsoft Word

Job description

Banner Bank is seeking a Client Relationship Consultant to be the welcoming face of the branch, helping clients navigate financial needs and building lasting relationships. You will engage in consultative sales, promote banking products and digital tools, and support accounts with accuracy and compliance.

The role emphasizes client-first service, cross-selling opportunities, and collaboration with internal partners to grow relationships and ensure customer satisfaction.

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