Client Relationship Advisor II - Banking & Lending

Banner Bank; Lake Oswego (OR); On-site; USD 28,000 - 37,000; Full time

Job summary

Banner Bank seeks a Client Relationship Consultant II in Lake Oswego, OR to deliver outstanding service, guide clients toward banking solutions, and support branch operations. You will build trust with individuals and businesses while promoting digital tools and services.

You will consult with clients to assess needs, refer to lending and investment partners, and help manage deposits, loans, and accounts with accuracy and professionalism in a fast-paced team.

Qualifications

• Knowledge of retail banking products, policies, systems, and account types.
• Ability to review client credit data and financial information to identify needs.
• Experience with lending conversations and consumer/business lending.

Responsibilities

• Provide exceptional sales and service while supporting daily branch operations.
• Mentor and coach new team members to build confidence.
• Develop client relationships to build a lending pipeline.

Skills

Relationship building

Consultative selling

Cross-selling

Communication skills

Interpersonal skills

Multitasking

Education

HS Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank seeks a Client Relationship Consultant II in Lake Oswego, OR to deliver outstanding service, guide clients toward banking solutions, and support branch operations. You will build trust with individuals and businesses while promoting digital tools and services.

You will consult with clients to assess needs, refer to lending and investment partners, and help manage deposits, loans, and accounts with accuracy and professionalism in a fast-paced team.