Client Relationship Consultant

Banner Bank; California, Los Angeles (MO, CA); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a passionate Client Relationship Consultant to join their team. In this role, you will provide exceptional service while engaging in sales activities at branch locations. Your responsibilities will include opening accounts, processing transactions, and presenting tailored financial solutions to meet client needs. This is a fantastic opportunity to start a rewarding career in the banking sector, where you can make a real difference in clients' financial journeys while enjoying comprehensive benefits and a supportive work environment.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Paid Vacation

401k with Match

Tuition Reimbursement

Paid Sick Time

Company Paid Holidays

Qualifications

• 1+ years of experience in client relationship management or similar roles.
• Ability to analyze client needs and make recommendations.

Responsibilities

• Provide exceptional client service and engage in sales activities.
• Open accounts and assist with processing transactions.

Skills

Client Relationship Management

Financial Analysis

Effective Communication

Sales Skills

Education

High School Diploma

Bachelor's Degree in Finance or related field

Job description

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.

With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate.

Client Relationship Consultant Requirements

• 1 or more years of Client Relationship Consultant experience or similar experience required
• NMLS registration or ability to obtain required
• A passion for providing superior client service
• Ability to analyze client needs and make appropriate recommendations based on financial data
• Effective communication and advisory ability

Our Process

• Complete a simple application and answer a few questions
• Take a quick assessment that gives us a little more insight on your work style
• Have a phone interview with the manager or recruiter
• Have an on-site interview with the manager and another key member or two of the team
• Get an offer if it's the right fit for you and Banner
• Start working after a background check and kick-off an amazing career

Compensation & Benefits

• Targeted starting hourly range (based on experience): $19.56 - $27.39/hr
• Incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement
• Get more information at: Employee Benefits | Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying.

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.