Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Client Relationship Consultant- Valley River image - Rise Careers
Job details

Client Relationship Consultant- Valley River

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.

Banner Bank Glassdoor Company Review
3.8 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Banner Bank DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Banner Bank
Banner Bank CEO photo
Mark J. Grescovich
Approve of CEO

Average salary estimate

$48900 / YEARLY (est.)
min
max
$40800K
$57000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Banner Bank Hybrid Grants Pass, Oregon
Posted 3 days ago

Become a part of Banner Bank's team as a Banker, providing excellent client experiences and facilitating financial services.

Photo of the Rise User
Banner Bank Hybrid Medford, Oregon
Posted 3 days ago

Become a part of Banner Bank, where you can help clients reach their financial goals as a part-time Banker in Medford, Oregon.

Photo of the Rise User
AvantStay Hybrid No location specified
Posted 11 days ago

AvantStay is looking for an organized Account Management Associate to provide exceptional service to homeowners in the hospitality industry.

Photo of the Rise User
Posted 11 days ago
Inclusive & Diverse
Empathetic
Startup Mindset
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Learning & Development
Equity

Fleetio seeks an experienced Director of Account Management to drive customer success and revenue growth through strategic leadership and teamwork.

Join Every Word Code as a motivated Junior Account Representative to support client relationships and contribute to strategic communication efforts.

Photo of the Rise User
FloQast Remote Austin, Texas
Posted 7 days ago
Inclusive & Diverse
Empathetic
Feedback Forward
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
Dental Insurance
Flexible Spending Account (FSA)
Vision Insurance
Disability Insurance
Family Medical Leave
Paid Holidays
Medical Insurance
Learning & Development
Employee Resource Groups

Join FloQast as an Account Manager and play a crucial role in expanding our client relationships within the accounting and finance industry.

Photo of the Rise User
IQVIA Hybrid San Francisco, CA, United States of America
Posted yesterday

As an Account Manager at IQVIA, you will play a vital role in managing key customer accounts and ensuring high-quality delivery for our US clientele.

Photo of the Rise User
Inclusive & Diverse
Growth & Learning
Customer-Centric
Collaboration over Competition
Medical Insurance
Maternity Leave
Flex-Friendly
401K Matching

As the Director of Account Management at Vanta, you will spearhead customer retention and expansion efforts in EMEA while leading a team of skilled account managers.

Photo of the Rise User
Posted 3 days ago
Inclusive & Diverse
Collaboration over Competition
Fast-Paced
Growth & Learning
Empathetic

Become a vital part of Deel's mission to revolutionize global employment as a Partner Relationship Manager, fostering key stakeholder relationships.

Photo of the Rise User
Press Ganey Remote Boston, Massachusetts, United States
Posted 3 days ago

Become a pivotal force in client relationship management at Press Ganey as an Account Director for Rio SEO, leveraging data-driven insights and digital marketing expertise.

Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)

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 ...

171 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 3, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Toledo just viewed Event Assistant at Datadog
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Analyst, Corporate FP&A at Spotify
Photo of the Rise User
Someone from OH, Cincinnati just viewed Manager, Public Cloud FP&A at Zscaler
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst at American Express
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst, FP&A at StackAdapt
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst (Remote - United States) at Protective
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst, Acceptance FP&A at Visa
Photo of the Rise User
Someone from OH, Cincinnati just viewed Remote Inventory Clerk at Datadog
M
Someone from OH, Cincinnati just viewed Virtual File Clerk at MUTW, LLC
Photo of the Rise User
Someone from OH, Cincinnati just viewed Data Processing Clerk at Datadog
Photo of the Rise User
Someone from OH, Solon just viewed Senior Integration Engineer (w/m/d) at Safran
Photo of the Rise User
Someone from OH, North Ridgeville just viewed VP, Product Operations at Centivo
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Associate, Digital Product Operations at American Express
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Project and Operations Manager at Datadog
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Product Operations Manager at LinkedIn
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Senior Operations Manager - Ancillary Products at Cars24
Photo of the Rise User
Someone from OH, Cleveland just viewed Pharmacy Technician Trainee at Giant Eagle
Photo of the Rise User
Someone from OH, Columbus just viewed Director of Merchandising at Balsam Brands