Client Relationship Advisor (Banking)

Bannerbank

Seattle (WA)

On-site

USD 28,000 - 37,000

Full time

5 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Paid vacation

Job summary

Banner Bank is seeking a Client Relationship Consultant in Seattle to welcome clients, learn their financial goals, and build lasting relationships. You will handle routine banking transactions, educate customers on digital tools, and identify product opportunities to support their financial success.

As a core face of the branch, you’ll balance cash, open accounts, and coordinate with Lending, Treasury, Mortgage, and Investment partners to help clients meet their goals.

Qualifications

  • High School Diploma or GED required.
  • Entry-level experience in teller, banking, or sales roles with goals.
  • Strong communication and interpersonal skills; ability to build client relationships.

Responsibilities

  • Engage clients with exceptional service while supporting sales and service activities.
  • Process routine financial transactions with accuracy and efficiency (deposits, withdrawals, loan payments).
  • Balance cash drawer with precise currency handling.
  • Consult with clients to understand needs and introduce banking products and digital tools.
  • Identify opportunities to expand relationships and refer to partners across Lending and Investment Services.
  • Open new accounts and resolve issues while ensuring compliance with policies and regulations.

Skills

Customer service
Relationship building
Communication
Multitasking

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Banner Bank is seeking a Client Relationship Consultant in Seattle to welcome clients, learn their financial goals, and build lasting relationships. You will handle routine banking transactions, educate customers on digital tools, and identify product opportunities to support their financial success.

As a core face of the branch, you’ll balance cash, open accounts, and coordinate with Lending, Treasury, Mortgage, and Investment partners to help clients meet their goals.

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