Client Relationship Consultant I

Banner Bank; Federal Way (WA); On-site; USD 26,174 - 33,751; Full time

Benefits offered by this job

Annual incentive potential

401k with up to 4% match

Tuition reimbursement

Paid vacation time and sick time

Job summary

Banner Bank in Federal Way is seeking a Client Relationship Consultant to enhance customer experiences and foster relationships. This role involves assisting clients with financial transactions, understanding their needs, and offering appropriate banking solutions. The ideal candidate will have strong communication skills and a high school diploma or equivalent, alongside entry-level experience. Benefits include a competitive salary range of $19.00 - $24.50, comprehensive health coverage, and 401k matching.

Qualifications

• High School Diploma or G.E.D. is required.
• Entry-level experience in teller, banking, or sales roles is preferred.
• An equivalent combination of education and experience can be accepted.

Responsibilities

• Engage clients with exceptional service.
• Process routine financial transactions accurately.
• Identify client needs and offer suitable products.
• Open new and maintain existing accounts.

Skills

Strong communication skills

Interpersonal skills

Customer service

Multitasking

Basic understanding of banking products

Education

High School Diploma or G.E.D.

Entry-level banking or sales experience

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

• High School Diploma or G.E.D. (Required).


• 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.

Preferred Qualities

• Enjoy helping clients and excel at building relationships through strong communication and interpersonal skills.


• Confidence discussing banking products and services and can recognize opportunities to recommend solutions.


• Skilled at multitasking and can adapt quickly to evolving client and branch needs.


• Basic understanding of retail banking products, policies, and systems.


• Can 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.

Company Values

• Do the right thing


• Mutual respect


• Honesty and integrity


• Accountability

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.