Job details

Client Success Consultant

Job Description of Client Success Consultant:The Client Success Consultant at Banner Bank involves providing teller and banker backup assistance at various retail branches within a specified geographical region. The primary goal is to ensure excellent customer service, combined with transaction processing accuracy and efficiency. A thorough understanding of the bank's product and service offerings is critical to providing clients with the right solutions. Mobility is a necessity in this role, requiring daily travel between branches.Services Offered by Client Success Consultant offer a variety of services, including investment management, tax planning, estate planning, retirement planning, and risk management. They also provide ongoing support, such as portfolio rebalancing and strategy adjustments, to ensure clients stay on track with their financial goals:In order to remain at the forefront of industry trends and best practices, continuing education is a must in banking. Seasoned bankers are often obliged to attend professional development programs, workshops, and seminars to stay current with evolving practices and emerging technologies that can improve their working processes and enhance their insight:Qualification of Client Success Consultant:• To qualify for this role, applicants must hold a minimum of 12 months of experience in the capacity of a teller, actively participate in sales efforts, and showcase their ability to achieve targets• Possessing expertise in coordinating and arranging workloads efficiently, coupled with basic knowledge of mathematical analysis, dispute settlement, and analytical reasoning• Email has become a vital tool in modern business communication and calls for careful attention when written• Demonstrated flair in fostering robust relationships with people; exceptional skills in offering top-notch customer serviceIndividuals should provide details about their source and amount of income. This provides the company with an understanding of the individual's financial situation:Requirements of Client Success Consultant:• Take this rapid evaluation to gain perspective on your professional ethos• Scheduling a Telephone Meeting with the Hiring or Recruitment Department• Organize and Schedule Your Meeting• Tailor your application to Banner's specific requirements and make yourself the ideal candidate for the job• Protect Your Future Career by Conducting a Pre-Employment Background CheckBenefits of Client Success Consultant:• Individuals who hold this position can earn a wage rate ranging from $18.00 to $19.00 each hour, with the possibility of an extra $1.50 based on their experience and job performance• Incentive potential• Employees have access to an extensive range of benefits, including medical, dental, vision, long-term disability, short-term disability, and life insurance benefits• The business supports its employees by granting them secured time-off for vacations, illnesses, and 11 specific company holidays• A solid retirement plan can be achieved by employees through the enrollment of the 401k savings plan, with the added support of an employer match of up to 4%• As part of the benefits package, qualifying workers can earn up to $5,250 in tuition reimbursement on an annual basisThe Privacy Consent Policy of Banner Bank is a necessary acknowledgement and agreement that applicants must adhere to when submitting their application.

Banner Bank Glassdoor Company Review

3.8

Banner Bank DE&I Review

No rating

CEO of Banner Bank

Mark J. Grescovich

Approve of CEO

Average salary estimate

$38560 / YEARLY (est.)

min

max

$37440K

$39680K

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What You Should Know About Client Success Consultant, Banner Bank

Looking to make a real impact in the banking world? Join Banner Bank as a Client Success Consultant in Everett, WA! In this dynamic role, you'll provide vital teller and banker support while traveling between various retail branches in your region. Your mission? Make sure every client receives exemplary service and that every transaction is handled with precision. With a solid understanding of our vast product range—from investment management to retirement planning—you'll be expertly guiding clients toward achieving their financial goals. At Banner Bank, we believe in continuous professional growth, so you can expect to engage in exciting workshops and seminars to keep you updated on industry trends. Ideal candidates should have at least 12 months' experience as a teller, a flair for relationship-building, and excellent analytical skills. Our Client Success Consultants are also well-prepared to nurture client relationships through top-notch customer service. Plus, the position comes with great incentives, additional benefits, and pay rates ranging from $18.00 to $19.00 an hour. So, if you're ready to join a supportive team with robust benefits including tuition reimbursement and 401k matching, we’d love to hear from you! Come help us redefine client success at Banner Bank.

Frequently Asked Questions (FAQs) for Client Success Consultant Role at Banner Bank

What are the responsibilities of a Client Success Consultant at Banner Bank?

As a Client Success Consultant at Banner Bank, your primary responsibilities include providing teller and banker backup assistance across various branches, ensuring superb customer service, and maintaining transaction accuracy. You’ll also help clients with a range of financial services including investment and estate planning, and you'll offer ongoing support such as portfolio adjustments to meet their financial goals.