Relationship Banking Advisor

Lever, Inc.

Coos Bay (OR)

On-site

USD 26,000 - 33,000

Full time

6 days ago
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
401k with match
Paid holidays

Job summary

Banner Bank in Oregon is seeking a Client Relationship Consultant. You will deliver exceptional client experiences, promote banking products, and grow a lending and wealth of referrals while maintaining accurate transactions and open accounts. The role emphasizes relationship building, compliance, and team collaboration.

Ideal candidates have a high school diploma or GED and some banking or sales experience with measurable goals. This is a full-time, in-branch position in Coos Bay, OR.

Qualifications

  • High School Diploma or GED required.
  • Entry-level experience in teller, banking, or sales roles with established goals.
  • Equivalent combination of education and experience considered in lieu of a degree.

Responsibilities

  • Provide exceptional client experiences through consultative sales and service interactions at branch locations.
  • Build awareness and understanding of bank products and services, including digital banking capabilities.
  • Grow and maintain a consumer and business lending pipeline by deepening client relationships.
  • Conduct outbound calls, networking activities, and banking presentations to generate referrals and new business.
  • Apply need-based sales techniques to expand, retain, and strengthen client relationships.
  • Open new accounts and perform maintenance on existing accounts in compliance with policies.
  • Process routine financial transactions accurately, including deposits, withdrawals, and loan payments.

Job description

Banner Bank in Oregon is seeking a Client Relationship Consultant. You will deliver exceptional client experiences, promote banking products, and grow a lending and wealth of referrals while maintaining accurate transactions and open accounts. The role emphasizes relationship building, compliance, and team collaboration.

Ideal candidates have a high school diploma or GED and some banking or sales experience with measurable goals. This is a full-time, in-branch position in Coos Bay, OR.

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