Client Relationship Consultant

Banner Corp.; Oregon (WI); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k with up to 4% match

Paid vacation and holidays

Job summary

Banner Corp. is seeking a Client Relationship Consultant in Wisconsin to provide exceptional service and support clients with their banking needs. This role involves engaging clients, processing transactions, and building lasting relationships through consultations. Ideal candidates should have a high school diploma and some experience in banking or sales.

The position offers a competitive salary, comprehensive benefits, and opportunities for growth. Join us to make a meaningful impact in clients' financial lives.

Qualifications

• Entry-level experience in teller, banking, or sales roles.
• Basic understanding of retail banking products and policies.
• Ability to lift up to 25 pounds.

Responsibilities

• Engage clients with exceptional service and support sales activities.
• Process financial transactions accurately and efficiently.
• Consult with clients to identify needs and recommend solutions.
• Open new accounts and maintain existing ones.

Skills

Communication skills

Multitasking

Interpersonal skills

Education

High School Diploma or G.E.D.

Tools

Microsoft Outlook

Microsoft Word

Job description

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.

In this role you'll

• 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.

What we're looking for

• 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.

What helps you shine

• 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.

Compensation & 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.

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.