Client Relationship Consultant II

Banner Corporation
United States
Workplace: OnsiteFull timeUSD 20 - 27 annuallyFunction: SalesExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Interpersonal skills","Consultative selling","Cross-selling","Adaptability"]

Provide exceptional sales and service in the branch by supporting daily operations and helping individuals and families through meaningful financial conversations. Build relationships with clients and community partners to strengthen a consumer lending pipeline through consultative selling, outbound calls, and joint appointments. Recommend banking products and digital tools, refer clients to lending and investment partners, and accurately process transactions and support loan applications and documentation.

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Banner Corporation
Banner Corporation
17 hours ago

Client Relationship Consultant II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide exceptional sales and service in the branch by supporting daily operations and helping individuals and families through meaningful financial conversations. Build relationships with clients and community partners to strengthen a consumer lending pipeline through consultative selling, outbound calls, and joint appointments. Recommend banking products and digital tools, refer clients to lending and investment partners, and accurately process transactions and support loan applications and documentation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide exceptional client service while supporting daily branch operations and scheduled/walk-in appointments.
  • •Develop relationships with clients and community partners and participate in outbound calls and joint appointments to build a consumer lending pipeline.
  • •Consult with clients to understand needs and recommend banking products, services, and digital tools, including referrals across lending and investment areas.
  • •Process financial transactions accurately (deposits, withdrawals, check cashing, loan payments) and balance a cash drawer accurately.
  • •Support lending activities by answering client questions, completing loan applications, and preparing documentation.

Pay and Benefits

Salary: USD 20 - 27 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •High school diploma or GED (required).
  • •2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (required).
  • •Intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts.
  • •Ability to review client credit data and financial information to identify needs and recommend solutions.
  • •Skilled consultative selling, cross-selling, and developing referral networks with excellent communication and interpersonal skills.
Experience:2+ yearsRetail bankingConsumer lendingBusiness lending
Education:High School
Skills:CommunicationInterpersonal skillsConsultative sellingCross-sellingAdaptability
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