Client Relationship Consultant I/II

As a Client Relationship Consultant at Banner Bank, your primary responsibilities include providing outstanding client service, assisting with account opening, processing Banker transactions, and cross-selling a variety of bank products. You'll also take applications for loans, maintain client profiles, and respond to inquiries regarding client accounts. By analyzing client financial data, you’ll directly contribute to fulfilling their specific needs and ultimately help them achieve their financial goals.

To excel as a Client Relationship Consultant I/II at Banner Bank, candidates should have at least one year of relevant experience in a client relationship capacity or a similar role. Additionally, NMLS registration or the ability to obtain it is essential. A strong passion for client service, coupled with effective communication skills and the ability to analyze financial information, are crucial for success in this position.

The interview process for the Client Relationship Consultant position at Banner Bank is straightforward. It starts with completing a simple application and a brief assessment to understand your work style. Then, you will have a phone interview with either a manager or recruiter, followed by an on-site interview with key team members. If both parties are a good fit, an offer will be extended, and you can start your exciting journey with us after a comprehensive background check.

The salary range for a Client Relationship Consultant I/II at Banner Bank is quite competitive, with a targeted starting hourly range between $19.56 and $27.39, depending on your experience. On top of that, you’ll have the potential for incentives, which makes it a rewarding opportunity both financially and professionally.

Banner Bank prides itself on offering a comprehensive suite of employee benefits for Client Relationship Consultants. These include medical, dental, and vision coverage, as well as life insurance, long-term disability, and short-term disability supporting your health. You will also enjoy paid vacation, sick time, 11 company-paid holidays, a 401k plan with up to a 4% match, and tuition reimbursement, ensuring that you have the resources to grow and thrive in your career.

When interviewing for a Client Relationship Consultant position, emphasize your ability to actively listen to clients and assess their specific needs. You can share strategies you use to prioritize tasks and how you ensure that each client feels valued and heard.

In your response, highlight a specific situation where you identified a client concern, the actions you took to resolve it, and the positive outcome that resulted. Showcasing your problem-solving skills and commitment to client satisfaction is key in this position.

Discuss your approach to identifying opportunities for cross-selling, such as understanding the client's needs during consultations. Share techniques that have worked for you in the past, such as tailoring your pitch to align with the client’s strategic financial goals.

Provide strategies that combine empathy, patience, and effective communication. Discuss your ability to maintain professionalism, identify the root of the client’s frustration, and seek solutions that can help pacify the situation.

Identify key qualities such as strong communication skills, empathy, attention to detail, and a genuine passion for helping others. Use specific examples that illustrate how these traits have benefited your clients in the past.

Explain your commitment to continuous learning, perhaps by attending industry workshops, following financial news, or engaging in relevant training. This shows that you are proactive in your professional development.

Share any prior experience you have with taking loan applications, processing them, and your understanding of the qualifications necessary for different types of loans. Highlight your accuracy and attention to regulatory compliance.

Discuss how collaboration with colleagues enhances service delivery and improves the overall client experience. Provide examples where teamwork led to successful outcomes for clients or the bank.

Share methods you use to double-check your work, remain organized, and utilize available technology to maintain accuracy when managing client accounts. This attention to detail is critical in the banking sector.

Express your admiration for Banner Bank’s values and commitment to community involvement. Discuss how their mission aligns with your professional goals and how you envision yourself contributing to their success.