Relationship Banking Specialist

Bannerbank; Seattle (WA); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with match

Paid holidays

Tuition reimbursement

Job summary

Banner Bank in Seattle invites applications for a Client Relationship Consultant to welcome clients at the branch, build lasting relationships, and guide customers in using banking products and digital tools.

The role emphasizes exceptional service, cross-functional referrals, and accurate handling of transactions while maintaining regulatory compliance and a positive client experience.

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.
• Basic understanding of retail banking products, policies, and systems.
• Comfortable with Microsoft Outlook, Word, and other business tools.
• Professionalism in person, over the phone, and via email.
• Ability to lift up to 25 pounds.

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

Relationship building

Communication skills

Interpersonal skills

Sales aptitude

Banking product knowledge

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank in Seattle invites applications for a Client Relationship Consultant to welcome clients at the branch, build lasting relationships, and guide customers in using banking products and digital tools.

The role emphasizes exceptional service, cross-functional referrals, and accurate handling of transactions while maintaining regulatory compliance and a positive client experience.