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Client Relationship Consultant II

5 months ago

Spokane WA, United States Banner Bank Full time

#RET123

Provide exceptional customer service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Teller 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.

  • Requirements:

  • H.S. Diploma required
  • NMLS registration required
  • 3+ years of Personal Banker or Universal Banker experience required

  • Knowledge, Skills & Abilities

  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Possess effective selling, cross selling and referral skills.
  • Possess strong mathematical, problem solving, and negotiation skills.
  • Ability to analyze client credit data and other related financial information.

  • In this role you will have the opportunity to:

  • Responsible for processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
  • Develop and maintain in-depth knowledge of all operational processes and requirements.
  • Maintain acceptable operational quality standards on all new account openings. Must meet minimum referral standards set by Manager.
  • Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions using the Banner Way process and tools.
  • Responsible for presenting tailored solutions that meet the client’s specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts.
  • Assist Branch Manager or other partners in conducting joint, outbound calls. Participate in regularly delivering banking presentations.
  • Responsible for acting as a leader in sales and exceptional client service and may provide sales leadership and coaching of new Personal Bankers, Universal Bankers, and Tellers.
  • Responsible for complying with policies, procedures, security requirements, and government regulations.

  • Compensation & Benefits

  • Targeted starting hourly range (based on experience): $22.00+/hour
  • Incentive potential
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement
  • Get more information at: Employee Benefits | Banner Bank