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Client Relationship Consultant I - job 1 of 2

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 will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate.

 


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 will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate.


Client Relationship Consultant Requirements
  • 1 or more years of Client Relationship Consultant experience or similar experience required
  • NMLS registration or ability to obtain required
  • A passion for providing superior client service
  • Ability to analyze client needs and make appropriate recommendations based on financial data
  • Effective communication and advisory ability


Our Process
  • Complete a simple application and answer a few questions
  • Take a quick assessment that gives us a little more insight on your work style
  • Have a phone interview with the manager or recruiter
  • Have an on-site interview with the manager and another key member or two of the team
  • Get an offer if it’s the right fit for you and Banner
  • Start working after a background check and kick-off an amazing career


Compensation & Benefits
  • Targeted starting hourly range (based on experience): $19.56 - $27.39/hr
  • 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
  • Get more information at: Employee Benefits | Banner Bank


In this role you'll have an opportunity to:
  • Provides an exceptional client experience while engaging in a broad range of sales and service activities at branch locations.
  • Processes a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
  • Consults with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognizes and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
  • Communicates proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
  • Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
  • Assists in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.


Education & Certifications
  • High school diploma or equivalent
  • An equivalent combination of education and experience may be considered


Experience
  • 1 or more years of teller/banker or related sales experience with established goals required 
  • NMLS registration or ability to obtain required
  • Ability to analyze client needs and make appropriate recommendations based on financial data


Knowledge, Skills and Abilities
  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions.
  • Possess effective selling, cross selling and referral skills.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools. 


Compensation & Benefits
  • Targeted starting compensation range is based on location and experience: $18 - $25.20/hour
  • Incentive and commission compensation may be awarded for eligible roles
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
  • 401k (up to 4% match with immediate vesting)
  • Tuition reimbursement up to $5,250 annually (minimum service requirement)
  • Get more information at: Employee Benefits | Banner Bank 


Please take time to review Banner Bank's Consent & Privacy notice before applying.


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.


Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.


Please take time to review Banner Bank's Consent & Privacy notice before applying.


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.


Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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CEO of Banner Bank
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Mark J. Grescovich
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What You Should Know About Client Relationship Consultant I, Banner Bank

If you're passionate about client service and looking for an exciting opportunity, look no further than the position of Client Relationship Consultant I at Banner Bank in Redmond, Washington! Here, you'll be part of a company with over 130 years of helping individuals and businesses achieve their financial goals. You’ll engage in a mix of sales and service activities right at our branch locations, where your primary focus will be on providing exceptional client service. Your day-to-day will include opening new accounts, assisting with transactions, and cross-selling various bank products tailored to each client’s unique needs. You will dive deep into understanding client profiles and responding to their inquiries, ensuring they have all the information they need to feel confident in their banking decisions. Banner Bank places a high value on community involvement, so you’ll also find opportunities to participate in volunteer activities that give back to local organizations—it's all part of our commitment to being a trusted financial partner in the community. If you’re ready to kick off a fulfilling career in banking, where your contributions really matter and where you’ll be supported by a team that believes in our core values of listening, learning, and helping, then check out the Client Relationship Consultant I role today and see how you can become part of our legacy at Banner Bank!

Frequently Asked Questions (FAQs) for Client Relationship Consultant I Role at Banner Bank
What does a Client Relationship Consultant I do at Banner Bank?

As a Client Relationship Consultant I at Banner Bank, your role encompasses delivering exceptional client service by engaging in various sales and service activities at the branch. You will be responsible for opening accounts, processing transactions, cross-selling bank products, and booking loans. Additionally, you'll analyze client needs and provide customized solutions, ensuring a positive banking experience that fosters loyalty.

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What qualifications do I need to apply for the Client Relationship Consultant I position at Banner Bank?

To qualify for the Client Relationship Consultant I position at Banner Bank, candidates should have at least one year of relevant experience, like in a teller or similar banking role. NMLS registration or the ability to obtain it is a must, along with strong analytical and communication skills to provide excellent client service and make informed recommendations.

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What is the work environment like for a Client Relationship Consultant I at Banner Bank?

As a Client Relationship Consultant I at Banner Bank, you'll work in a dynamic branch environment where teamwork is emphasized. The atmosphere encourages creativity and proactive client engagement, allowing you to build lasting relationships while having the support of a close-knit team. It’s a place where every bit of effort is valued toward achieving client satisfaction and organizational success.

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How can a Client Relationship Consultant I contribute to community involvement at Banner Bank?

Client Relationship Consultants I at Banner Bank are encouraged to get involved with community initiatives and volunteer opportunities. With a company that donates millions annually to community organizations, you can participate in events that support local causes, thereby enhancing your connection with the community and promoting the bank's core value of giving back.

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What benefits can I expect when working as a Client Relationship Consultant I at Banner Bank?

Working as a Client Relationship Consultant I at Banner Bank comes with a competitive benefits package, including comprehensive medical, dental, and vision coverage, paid vacation and holidays, and a 401k plan with a company match. Plus, you'll have the opportunity for tuition reimbursement, enhancing your skills and advancing your career.

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Common Interview Questions for Client Relationship Consultant I
What strategies would you use to enhance client relationships as a Client Relationship Consultant I?

To enhance client relationships, I would focus on proactive communication, understanding each client's unique needs through effective questioning and active listening. Implementing a follow-up system to ensure client satisfaction and keeping them informed about new products tailored to their needs would also be essential.

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How do you approach handling difficult client interactions as a Client Relationship Consultant I?

In difficult client interactions, I prioritize open communication and empathy. I would listen to the client’s concerns, acknowledge their feelings, and work collaboratively to find a resolution or alternative solutions. Ensuring that the client feels heard is crucial for building trust and positively resolving issues.

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What experience do you have with product cross-selling?

I have experience with product cross-selling in my previous roles where I identified needs through regular client interactions and feedback. By analyzing their financial situations and presenting relevant products, I successfully increased client engagement and satisfaction.

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Can you describe a time when you successfully resolved an issue for a client?

In a previous position, a client had an issue with their loan application status. I took the initiative to gather necessary details, communicated regularly with the client, and liaised with the lending department until it was resolved. The client appreciated my transparency and responsiveness, which strengthened our relationship.

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How do you stay organized while managing multiple client needs?

I use a combination of digital tools and personal organization methods to stay on top of multiple client needs. Prioritizing tasks based on urgency and using reminders helps me manage my workflow efficiently while ensuring timely responses to client inquiries.

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What motivates you to provide exceptional client service as a Client Relationship Consultant I?

I am motivated by the satisfaction of knowing that I can positively impact someone's day-to-day financial experience. Helping clients reach their goals and building lasting relationships by providing superior service drives my passion for this role.

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How do you handle tight deadlines when working on client transactions?

When facing tight deadlines, I focus on clear prioritization of tasks and effective time management. Staying organized and communicating timelines to clients ensures they are informed while I work efficiently to complete each task.

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Why do you want to work at Banner Bank as a Client Relationship Consultant I?

I admire Banner Bank's commitment to community service and the core values that drive its long-standing success. I am excited about the opportunity to be part of a team that values client relationships and focuses on helping people achieve their financial goals.

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What do you believe are the key skills needed for a Client Relationship Consultant I role?

Key skills for a Client Relationship Consultant I include strong communication and interpersonal skills, attention to detail, problem-solving abilities, and a good understanding of banking products. These skills help in analyzing client needs and building lasting relationships.

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How do you keep up with the latest banking products and services?

I stay updated on the latest banking products and services by actively participating in training sessions, subscribing to industry news, and engaging with colleagues to share insights. Keeping informed enables me to offer clients the best possible recommendations.

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Banner Bank is a dynamic full-service financial institution, operating safely and profitably within a framework of shared integrity. Working as a team, we will deliver superior products and services to our valued clients. We will emphasize strong ...

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Full-time, on-site
DATE POSTED
March 10, 2025

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