Banking Relationship Advisor

Socket.dev

Seattle (WA)

On-site

USD 28,000 - 37,000

Full time

4 days ago
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Benefits offered by this job

Medical, dental, vision, LTD, STD and
Life insurance
Paid vacation time, sick time and 11+/
401k with up to 4% match

Job summary

Banner Bank is seeking a Client Relationship Consultant to greet clients, deliver exceptional service, and help them confidently navigate their financial lives. You will balance cash transactions, open and maintain accounts, and refer clients to banking solutions that support their goals.

The role emphasizes building lasting relationships and delivering a positive client experience. The position requires a High School Diploma or GED and entry-level banking or sales experience.

Qualifications

  • High School Diploma or GED required.
  • Entry-level experience in teller, banking, or sales roles with established goals required.
  • Equivalent combination of education and experience considered in lieu of a degree.

Responsibilities

  • Engage clients with exceptional service and support sales and service activities.
  • Process routine financial transactions (deposits, withdrawals, check cashing, loan payments).
  • Balance cash drawer with accurate currency and coin handling.
  • Consult with clients to understand needs and introduce banking products and digital tools.
  • Identify opportunities to expand relationships and refer to Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.

Skills

Customer service
Relationship building
Communication
Multitasking
Adaptability
Retail banking knowledge
Microsoft Outlook
Microsoft Word

Education

High School Diploma or GED

Tools

Outlook
Word

Job description

Banner Bank is seeking a Client Relationship Consultant to greet clients, deliver exceptional service, and help them confidently navigate their financial lives. You will balance cash transactions, open and maintain accounts, and refer clients to banking solutions that support their goals.

The role emphasizes building lasting relationships and delivering a positive client experience. The position requires a High School Diploma or GED and entry-level banking or sales experience.

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