Client Relationship Consultant

Banner Bank; Mount Shasta, California, City of Rochester (CA, MO, NY); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking bank as a Client Relationship Consultant, where your passion for client service will shine. In this role, you'll engage with clients, open accounts, and provide tailored financial solutions. With a commitment to community and employee well-being, this bank offers a supportive environment and comprehensive benefits. If you thrive in a dynamic setting and are eager to help clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Comprehensive Medical Benefits

401k with Match

Paid Vacation and Sick Time

Tuition Reimbursement

Incentive Potential

Qualifications

• 1+ years in client relationship roles required.
• Ability to analyze financial data and recommend solutions.

Responsibilities

• Provide exceptional client service at branch locations.
• Open accounts, process transactions, and cross-sell products.

Skills

Client Relationship Management

Effective Communication

Financial Analysis

Sales Skills

Education

High School Diploma

NMLS Registration

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): $18.00 - $25.20/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.