Personal Banking Relationship Advisor

Banner Bank

Seattle, Northern (WA, KY)

Hybrid

USD 28,000 - 37,000

Full time

6 days ago
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Benefits offered by this job

Medical, dental, vision
LTD and STD
Life insurance
Paid vacation and holidays
401k with up to 4% match
Tuition reimbursement

Job summary

Banner Bank in Seattle is seeking a Client Relationship Consultant to be the welcoming face of our branch and a trusted partner for clients. You will help people confidently navigate their financial lives while building lasting relationships.

This role balances sales and service, processes routine transactions, opens accounts, and supports lending activities. Strong communication and multitasking are essential, with opportunity for referrals to banking partners and digital tools.

Qualifications

  • High School Diploma or GED required.
  • Entry-level experience in teller, banking, or sales with established goals.
  • Equivalent education/experience considered.

Responsibilities

  • Engage clients with exceptional service across sales and service activities.
  • Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments.
  • Balance cash drawer with precise currency handling.
  • Consult with clients to understand needs and introduce products, services, and digital banking tools.
  • Identify opportunities to expand relationships and refer 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.
  • Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies and regulations.
  • Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.

Skills

Customer service
Sales
Relationship building
Multitasking
Communication
Interpersonal skills

Education

High School Diploma or GED

Tools

Microsoft Outlook
Microsoft Word

Job description

Banner Bank in Seattle is seeking a Client Relationship Consultant to be the welcoming face of our branch and a trusted partner for clients. You will help people confidently navigate their financial lives while building lasting relationships.

This role balances sales and service, processes routine transactions, opens accounts, and supports lending activities. Strong communication and multitasking are essential, with opportunity for referrals to banking partners and digital tools.

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