Client Relationship Consultant I

Bannerbank; Pennsylvania; On-site; USD 26,174 - 33,751; Full time

Benefits offered by this job

Medical, dental, vision

LTD, STD and life insurance

Paid vacation time

11 company paid holidays

401k with up to 4% match

Tuition reimbursement

Annual incentive potential

Job summary

Banner Bank is seeking a Client Relationship Consultant to be the welcoming face of the branch and trusted partner for clients. You will help people navigate financial services, open accounts, and maintain ongoing relationships with support from bank partners.

This entry-level role emphasizes strong communication, relationship building, and the ability to multitask while delivering accurate, compliant service in a fast-paced branch environment.

Qualifications

• High School Diploma or GED required.
• Entry-level experience in teller, banking, or sales roles with established goals.
• Equivalent education and experience may be considered.
• Enjoy helping clients and building relationships with strong communication.
• Confident discussing banking products and services and identifying opportunities.
• Able to multitask and adapt 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.
• Proficient with Microsoft Outlook, Word, and other business tools.
• Professional in person, over the phone, and via email.

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 needs and introduce products and digital tools.
• Identify opportunities to expand relationships and make referrals.
• Proactively communicate to educate, resolve concerns, and gather feedback.
• Hold appointments to identify client needs and provide solutions.
• Open and manage accounts and resolve issues while ensuring compliance.
• Support branch lending processes by answering questions and preparing documentation.

Skills

Customer service

Sales orientation

Relationship building

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.

With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

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.

• 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.
• 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.

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

• 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.