Client Relationship Consultant

Banner Corporation
United States
Workplace: OnsiteFull timeUSD 27.09 - 36.65 hourlyFunction: SalesExperience: 4+ yearsEducation: high_schoolSkills: ["Client-focused communication","Relationship building","Networking","Referral management","Accuracy"]

Provide consultative sales and service to clients at the branch, building awareness of bank products including digital banking. Grow and maintain a consumer and business lending pipeline through networking, outbound calls, referrals, and client appointments. Recommend solutions, educate clients, and support internal partner referrals across commercial lending, treasury management, mortgage lending, and investment services. Handle account maintenance, scheduled/walk-in needs, routine transactions, and support branch lending and team coaching.

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FursaFursa
Banner Corporation
Banner Corporation
3 days ago

Client Relationship Consultant

✓ 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: similar role first listed 4 months ago

Job Summary

Provide consultative sales and service to clients at the branch, building awareness of bank products including digital banking. Grow and maintain a consumer and business lending pipeline through networking, outbound calls, referrals, and client appointments. Recommend solutions, educate clients, and support internal partner referrals across commercial lending, treasury management, mortgage lending, and investment services. Handle account maintenance, scheduled/walk-in needs, routine transactions, and support branch lending and team coaching.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide exceptional client experiences through consultative sales and service at branch locations.
  • •Grow and maintain consumer and business lending pipeline by deepening client and center-of-influence relationships.
  • •Conduct outbound calls, networking, and participate in banking presentations to generate referrals and new business.
  • •Educate, resolve issues, and recommend solutions during scheduled and walk-in client appointments.
  • •Process routine financial transactions accurately and support branch lending by educating clients, completing loan applications, and ensuring documentation is accurate.

Pay and Benefits

Salary: USD 27.09 - 36.65 hourly
Perks:Health InsuranceDentalVisionLtdStdLife Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or GED (required).
  • •4+ years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals (required).
  • •Advanced knowledge of retail banking products, systems, and procedures.
  • •Comfort working with complex account types such as trusts, powers of attorney, guardianships, and court-blocked accounts.
  • •Analyze credit data and financial information to recommend client-focused solutions.
Experience:4+ yearsRetail bankingConsumer lendingBusiness lendingFinancial services
Education:High School
Skills:Client-focused communicationRelationship buildingNetworkingReferral managementAccuracy
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