Client Relationship Consultant I

Banner Corporation
United States
Workplace: OnsiteFull timeUSD 20 - 27 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Communication","Interpersonal skills","Multitasking","Adaptability","Professionalism"]

Serve as the welcoming face of the branch, delivering exceptional client service while supporting sales and service activities. Accurately process routine transactions, manage cash drawer balancing, and consult with clients to understand their needs. Identify relationship expansion opportunities and refer clients across lending, treasury management, mortgage lending, and investment services. Strengthen loyalty through proactive communication, appointment-based support, and compliant account opening and issue resolution.

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Banner Corporation
Banner Corporation
1 day ago

Client Relationship Consultant I

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Serve as the welcoming face of the branch, delivering exceptional client service while supporting sales and service activities. Accurately process routine transactions, manage cash drawer balancing, and consult with clients to understand their needs. Identify relationship expansion opportunities and refer clients across lending, treasury management, mortgage lending, and investment services. Strengthen loyalty through proactive communication, appointment-based support, and compliant account opening and issue resolution.
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 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 with clients to understand needs and introduce products, services, and digital banking tools.
  • •Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations.

Pay and Benefits

Salary: USD 20 - 27 hourly
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High School Diploma or G.E.D. (Required).
  • •Entry-level experience in teller, banking, or sales roles with established goals (Required).
  • •An equivalent combination of education and experience can be considered in lieu of a degree.
  • •Basic understanding of retail banking products, policies, and systems.
  • •Comfort reviewing financial information, including credit data, to identify client needs and suggest options.
Experience:BankingRetail bankingSales
Education:High School in High School Diploma or G.E.D.
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