Client Relationship Consultant

Banner Corporation
United States
Workplace: OnsiteFull timeUSD 27.09 - 36.65 hourlyFunction: SalesExperience: 4+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Verbal communication","Written communication","Sales","Cross-selling"]

Deliver consultative sales and service for consumer and business clients at the branch. Build product awareness in digital banking, grow and manage a lending referral pipeline, and generate new business through outbound calls, networking, and presentations. Strengthen relationships using need-based sales techniques, educate clients during appointments, and support loan applications and documentation. Also handle routine transactions accurately and help coach branch team members.

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Banner Corporation
Banner Corporation
3 days ago

Client Relationship Consultant

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Deliver consultative sales and service for consumer and business clients at the branch. Build product awareness in digital banking, grow and manage a lending referral pipeline, and generate new business through outbound calls, networking, and presentations. Strengthen relationships using need-based sales techniques, educate clients during appointments, and support loan applications and documentation. Also handle routine transactions accurately and help coach branch team members.
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 interactions at branch locations.
  • •Build awareness of bank products and services, including digital banking capabilities.
  • •Grow and maintain a consumer and business lending pipeline by deepening client and center-of-influence relationships, using outbound calls, networking, and presentations to generate referrals.
  • •Apply need-based sales techniques to expand, retain, and strengthen client relationships, including identifying and facilitating referrals to internal partners.
  • •Support branch operations by conducting appointments, opening new accounts, maintaining existing accounts, completing loan applications/documentation, processing transactions, and assisting with coaching and training.

Pay and Benefits

Salary: USD 27.09 - 36.65 hourly
Perks:Health InsuranceDentalVisionLife InsuranceLtd InsuranceStd Insurance401kPaid LeavePaid SickPaid 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 with complex account types such as Trusts, Powers of Attorney, Guardianships, and Court-Blocked accounts.
  • •Ability to analyze credit data and financial information to recommend client-focused solutions.
Experience:4+ yearsRetail banking
Education:High School
Skills:Interpersonal communicationVerbal communicationWritten communicationSalesCross-selling
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