Banking Relationship Specialist

Lever, Inc.; Lynden (WA); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with match

Paid vacation and holidays

Tuition reimbursement

Job summary

Banner Bank in Lynden, WA is looking for a Client Relationship Consultant to be the welcoming face of the branch, helping clients confidently navigate their financial lives and build lasting relationships.

You will engage clients with service, process routine transactions, open accounts, cross-sell solutions, and coordinate with lending, treasury, and investment partners, while complying with policies and delivering a positive experience.

Qualifications

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

Relationship building

Communication

Multitasking

Professionalism

Microsoft Office

Retail banking knowledge

Sales experience

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank in Lynden, WA is looking for a Client Relationship Consultant to be the welcoming face of the branch, helping clients confidently navigate their financial lives and build lasting relationships.

You will engage clients with service, process routine transactions, open accounts, cross-sell solutions, and coordinate with lending, treasury, and investment partners, while complying with policies and delivering a positive experience.