Verified Job
Accounting - Finance
Client Relationship Consultant
Accounting - Finance
#531219
Remote / WFH
Job Description
Location: Walnut Grove
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a
Client Relationship Consultant
you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate.
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate.
Client Relationship Consultant Requirements
1 or more years of Client Relationship Consultant experience or similar experience required NMLS registration or ability to obtain required A passion for providing superior client service Ability to analyze client needs and make appropriate recommendations based on financial data Effective communication and advisory ability Our Process
Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it’s the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation & Benefits
Targeted starting hourly range (based on experience): $1+.56 - $ In this role you'll have an opportunity to:
Provides an exceptional client experience while engaging in a broad range of sales and service activities at branch locations. Processes a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately. Consults with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank.
Recognizes and facilitates referral opportunities to other…
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a
Client Relationship Consultant
you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate.
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate.
Client Relationship Consultant Requirements
1 or more years of Client Relationship Consultant experience or similar experience required NMLS registration or ability to obtain required A passion for providing superior client service Ability to analyze client needs and make appropriate recommendations based on financial data Effective communication and advisory ability Our Process
Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it’s the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation & Benefits
Targeted starting hourly range (based on experience): $1+.56 - $ In this role you'll have an opportunity to:
Provides an exceptional client experience while engaging in a broad range of sales and service activities at branch locations. Processes a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately. Consults with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank.
Recognizes and facilitates referral opportunities to other…
