Client Relationship Advisor

Banner Bank; Redding (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, vision

LTD, STD and life insurance

Paid time off & holidays

401k with match

Tuition reimbursement

Job summary

Banner Bank in California is seeking a Client Relationship Consultant to greet clients, guide their financial decisions, and support day-to-day banking needs.

You will process deposits, loans, and account transactions while educating customers on digital tools and services to enhance their financial lives. This role emphasizes service, compliance, and cross-team collaboration to grow client relationships.

Qualifications

• High School Diploma or GED required.
• Entry-level experience in teller, banking, or sales roles with established goals.
• 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.
• Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations.

Skills

Relationship building

Communication

Interpersonal skills

Multitasking

Retail banking product knowledge

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank in California is seeking a Client Relationship Consultant to greet clients, guide their financial decisions, and support day-to-day banking needs.

You will process deposits, loans, and account transactions while educating customers on digital tools and services to enhance their financial lives. This role emphasizes service, compliance, and cross-team collaboration to grow client relationships.