Client Relationship Consultant I (Terrace Heights)

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

Serve as the welcoming, trusted point of contact for branch clients, delivering exceptional service and processing routine transactions with accuracy. Identify client needs, introduce banking products and digital tools, and educate clients to resolve concerns and strengthen loyalty. Open and maintain accounts while ensuring compliance, support lending workflows by completing applications and preparing documentation, and make referrals to partner teams.

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Banner Corporation
Banner Corporation
3 days ago

Client Relationship Consultant I (Terrace Heights)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as the welcoming, trusted point of contact for branch clients, delivering exceptional service and processing routine transactions with accuracy. Identify client needs, introduce banking products and digital tools, and educate clients to resolve concerns and strengthen loyalty. Open and maintain accounts while ensuring compliance, support lending workflows by completing applications and preparing documentation, and make referrals to partner teams.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Engage clients with exceptional service and support sales and service activities.
  • •Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments.
  • •Balance a cash drawer and handle currency and coin with precision.
  • •Consult with clients to understand needs, recommend products/services and digital banking tools, and educate clients to resolve concerns and strengthen loyalty.
  • •Open new accounts, maintain existing accounts, resolve account issues, and support branch lending processes by answering questions, completing applications, and preparing documentation while ensuring compliance.

Pay and Benefits

Salary: USD 19 - 24.5 hourly
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeaveLearning Budget

Key Requirements

  • •High School Diploma or G.E.D. (required).
  • •Entry-level experience in teller, banking, or sales roles with established goals (required).
  • •Basic understanding of retail banking products, policies, and systems.
  • •Ability to review financial information, including credit data, to identify client needs and suggest options.
  • •Comfortable using Microsoft Outlook, Word, and other business tools.
Experience:BankingRetail bankingTellerSales
Education:High School
Skills:CommunicationInterpersonal skillsMultitaskingAdaptabilityProfessionalism
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