Client Relationship Consultant

Bannerbank; Redding (CA); On-site; USD 26,174 - 33,062; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability insurance

Short-term disability insurance

Life insurance

Paid vacation and holidays (11)

401(k) with up to 4% match

Tuition reimbursement

Job summary

Banner Bank in California seeks a Client Relationship Consultant to be the welcoming face of the branch and trusted partner for clients. You will help customers navigate financial life and build lasting relationships through excellent service.

Responsibilities include handling transactions, identifying needs, and referring to lending, treasury, mortgage, and investment teams. You will ensure compliance and deliver a positive, impactful banking experience.

Qualifications

• High School Diploma or GED required.
• Entry-level experience in teller, banking, or sales with goals.
• Ability to build relationships through strong communication and interpersonal skills.
• Confident discussing banking products and services.
• Able to multitask and adapt to evolving branch needs.
• Basic understanding of retail banking products, policies, and systems.
• Ability to review financial information to identify client needs.
• Proficient with Microsoft Outlook and Word.
• Professional in person, over the phone, and via email.
• Can lift up to 25 pounds.

Responsibilities

• Engage clients with exceptional service while supporting sales and service activities.
• Process routine financial transactions with accuracy and efficiency.
• Balance cash drawer with precise currency and coin handling.
• Consult with clients to understand their needs and introduce banking products and tools.
• Identify opportunities to expand relationships and refer to partners.
• Communicate with clients to educate, resolve concerns, and gather feedback.
• Hold appointments to identify client needs and provide solutions.
• Open and maintain accounts and resolve issues per policies.
• Support branch lending by answering questions and preparing documents.

Skills

Customer service

Relationship building

Communication

Interpersonal skills

Multitasking

Professionalism

Outlook/Word basic

Education

High School Diploma or GED

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.

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

• High School Diploma or G.E.D. (Required).
• Entry‑level experience in teller, banking, or sales roles with established goals (Required).
• Equivalent combination of education and experience can be considered in lieu of a degree.
• Enjoy helping clients and excel at building relationships through strong communication and interpersonal skills.
• Confident discussing banking products and services; able to recognize opportunities to recommend solutions.
• Skilled at multitasking and able to adapt quickly to evolving client and branch needs.
• Basic understanding of retail banking products, policies, and systems.
• Ability to review financial information, including credit data, to identify client needs and suggest options.
• Comfortable with Microsoft Outlook, Word, and other business tools.
• Demonstrate professionalism in person, over the phone, and via email.
• 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 insurance.
• Paid vacation time, sick time, and 11 company paid holidays.
• 401(k) with up to 4% match.
• Tuition reimbursement.

Equal Opportunity Statement

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.