Client Relationship Advisor – Banking & Services

Banner Bank; Lake Oswego (OR); Hybrid; USD 40,000 - 51,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k match

Paid time off

Holidays

Tuition reimbursement

Job summary

Banner Bank in Oregon seeks a Client Relationship Consultant to be the welcoming face of the branch, helping clients confidently navigate their financial lives and building lasting relationships.

You will engage clients with excellent service, process routine transactions, and advise on products. The role supports cross-team collaboration in lending, treasury, mortgage, and investment services, with a strong emphasis on compliance and client care.

Qualifications

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

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

Communication

Interpersonal skills

Education

HS Diploma/GED

Job description

Banner Bank in Oregon seeks a Client Relationship Consultant to be the welcoming face of the branch, helping clients confidently navigate their financial lives and building lasting relationships.

You will engage clients with excellent service, process routine transactions, and advise on products. The role supports cross-team collaboration in lending, treasury, mortgage, and investment services, with a strong emphasis on compliance and client care.