Client Relationship Consultant

Bannerbank; Oregon (WI); On-site; USD 26,174 - 33,751; Full time

Benefits offered by this job

Annual incentive potential

Comprehensive employee benefits

Paid vacation and sick time

401k with up to 4% match

Tuition reimbursement

Job summary

Bannerbank is seeking a Client Relationship Consultant in Wisconsin, Oregon, to provide exceptional service while assisting clients with their financial needs. The role involves processing transactions, educating clients about banking products, and maintaining strong relationships.

Ideal candidates should have a High School Diploma or G.E.D., entry-level banking or sales experience, and strong communication skills. Comprehensive benefits including medical, dental, and 401k match are offered.

Qualifications

• Entry-level experience in teller, banking, or sales roles.
• Ability to discuss banking products and recommend solutions.
• Basic understanding of retail banking products and systems.

Responsibilities

• Engage clients with exceptional service.
• Process routine financial transactions accurately.
• Consult with clients on their needs and introduce products.
• Open and maintain client accounts, resolving issues.

Skills

Customer service

Sales experience

Communication skills

Problem-solving

Multitasking

Education

High School Diploma or G.E.D.

Tools

Microsoft Outlook

Microsoft Word

Job description

Client Relationship Consultant

As a Client Relationship Consultant, you’ll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while supporting strong, lasting relationships with our bank. Every interaction is an opportunity to create a positive experience and make a meaningful impact.

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.

Qualifications

• You have a High School Diploma or G.E.D. (Required).
• You bring entry-level experience in teller, banking, or sales roles with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.
• You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills.
• You’re confident discussing banking products and services and can recognize opportunities to recommend solutions.
• You’re skilled at multitasking and can adapt quickly to evolving client and branch needs.
• You have a basic understanding of retail banking products, policies, and systems.
• You can review financial information, including credit data, to identify client needs and suggest options.
• You are comfortable with Microsoft Outlook, Word, and other business tools.
• You demonstrate professionalism in person, over the phone, and via email.
• You can lift up to 25 pounds as part of the role.

Benefits

• Targeted starting salary range (based on experience): $19.00 - $24.50
• Annual 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

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.