Banking Relationship Advisor | Customer Growth & Solutions

Banner Bank; Beaverton (OR); On-site; USD 26,000 - 33,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k with match

Paid vacation and sick time

11 company holidays

Tuition reimbursement

Job summary

Banner Bank is seeking a Client Relationship Consultant in Beaverton, Oregon. The role focuses on delivering exceptional service, understanding client needs, and guiding them to relevant banking products and digital tools.

You will handle routine transactions and help maintain accurate accounts while ensuring compliance. This position emphasizes relationship building, teamwork, and proactive communication with clients to foster trust and loyalty.

Qualifications

• High School Diploma or GED is required.
• Entry-level experience in teller, banking, or sales roles with goals is 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.

Skills

Customer service

Sales & referrals

Relationship building

Financial transactions

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank is seeking a Client Relationship Consultant in Beaverton, Oregon. The role focuses on delivering exceptional service, understanding client needs, and guiding them to relevant banking products and digital tools.

You will handle routine transactions and help maintain accurate accounts while ensuring compliance. This position emphasizes relationship building, teamwork, and proactive communication with clients to foster trust and loyalty.