Client Relationship Consultant I

Banner Corporation
Vancouver
Workplace: OnsiteFull timeUSD 19 - 24.5 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Communication","Interpersonal skills","Customer focus","Multitasking","Professionalism"]

Serve as the welcoming face of the branch, helping clients navigate their financial lives through exceptional service and trusted relationship building. Process routine transactions accurately, balance cash drawers, and consult clients to understand needs and introduce banking products, services, and digital tools. Identify opportunities to expand relationships across lending, treasury management, mortgage, and investment services, while maintaining compliance and supporting branch lending workflows.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Banner Corporation
Banner Corporation
4 days ago

Client Relationship Consultant I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: first listed 6 days ago

Job Summary

Serve as the welcoming face of the branch, helping clients navigate their financial lives through exceptional service and trusted relationship building. Process routine transactions accurately, balance cash drawers, and consult clients to understand needs and introduce banking products, services, and digital tools. Identify opportunities to expand relationships across lending, treasury management, mortgage, and investment services, while maintaining compliance and supporting branch lending workflows.
Location: Vancouver
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Engage clients with exceptional service while supporting sales and service activities.
  • •Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments.
  • •Balance the cash drawer with precise currency and coin handling.
  • •Consult clients to understand their needs and introduce products, services, and digital banking tools.
  • •Open and maintain accounts, resolve account issues, and support branch lending processes while ensuring compliance with policies and regulations.

Pay and Benefits

Salary: USD 19 - 24.5 hourly
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid SickPaid HolidaysLong-term Disability

Key Requirements

  • •High School Diploma or G.E.D. required.
  • •Entry-level experience in teller, banking, or sales roles with established goals.
  • •An equivalent combination of education and experience may be considered in lieu of a degree.
  • •Enjoy helping clients and building relationships through strong communication and interpersonal skills.
  • •Basic understanding of retail banking products, policies, and systems.
Experience:BankingRetail bankingDigital banking
Education:High School
Skills:CommunicationInterpersonal skillsCustomer focusMultitaskingProfessionalism
Tech Stack:Microsoft OutlookMicrosoft Word

Company Brief

Banner Corporation
Regional bank holding company providing personal and business banking, lending, wealth management, and treasury services through Banner Bank branches across the western United States. Serves individuals, small businesses, and commercial clients.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Walla Walla, United States
Founded: 1890
WebsiteLinkedIn