Client Relationship Consultant

Bannerbank; Riverside (CA); On-site; USD 27,552 - 37,195; Full time

Benefits offered by this job

Paid vacation time

401k with up to 4% match

Tuition reimbursement

Annual incentive potential

Job summary

Bannerbank is seeking a dedicated Client Relationship Consultant in Riverside, California, to be the welcoming face of their branch. The role involves engaging with clients, processing financial transactions, and helping clients navigate their financial journeys.

The ideal candidate will have a High School Diploma or G.E.D. and entry-level experience in teller or banking roles. Competitive compensation ranges from $20 to $27 based on experience, along with comprehensive employee benefits.

Qualifications

• Entry-level experience in teller, banking, or sales roles.
• Ability to discuss banking products and recognize recommendations.
• Comfortable lifting up to 25 pounds as part of the role.

Responsibilities

• Engage clients with exceptional service.
• Process routine financial transactions with accuracy.
• Consult with clients to understand their needs.

Skills

Relationship building

Communication skills

Multitasking

Retail banking knowledge

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.

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.

Core Values

• Do the right thing
• Mutual respect
• Honesty and integrity
• Accountability

Employee Testimonial

"I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review

Compensation and Benefits

• Targeted starting salary range (based on experience): $20- $27
• 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.