Client Relationship Specialist I - Banking & Solutions

Socket.dev; Lake Oswego (OR); On-site; USD 40,000 - 51,000; Full time

Benefits offered by this job

401k match

Medical benefits

Paid vacation and holidays

Job summary

Banner Bank in Lake Oswego, OR is seeking a Client Relationship Consultant to be the welcoming face of the branch and help clients navigate their financial lives while building lasting relationships. You will assist with teller transactions, open accounts, and introduce banking products and digital tools to meet client goals.

The role emphasizes strong communication, multitasking, and a proactive approach to referrals across lending, treasury, mortgage, and investments.

Qualifications

• High School Diploma or G.E.D. required.
• Entry-level experience in teller, banking, or sales roles with established goals.
• An equivalent combination of education and experience can be considered in lieu of a degree.

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.

Skills

Customer service

Sales skills

Relationship building

Communication

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank in Lake Oswego, OR is seeking a Client Relationship Consultant to be the welcoming face of the branch and help clients navigate their financial lives while building lasting relationships. You will assist with teller transactions, open accounts, and introduce banking products and digital tools to meet client goals.

The role emphasizes strong communication, multitasking, and a proactive approach to referrals across lending, treasury, mortgage, and investments.