Client Relationship Consultant

1 week ago

Spokane Valley, United States Banner Bank Full time
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.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 business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
  • Communicates proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
  • Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
  • Assists in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.
Education & Certifications
  • High school diploma or equivalent
  • An equivalent combination of education and experience may be considered
Experience
  • 1 or more years of teller/banker or related sales experience with established goals required
  • NMLS registration or ability to obtain required
  • Ability to analyze client needs and make appropriate recommendations based on financial data
Knowledge, Skills and Abilities
  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions.
  • Possess effective selling, cross selling and referral skills.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Compensation & Benefits
  • Targeted starting compensation range is based on location and experience: $18 - $25.20/hour
  • Incentive and commission compensation may be awarded for eligible roles
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
  • 401k (up to 4% match with immediate vesting)
  • Tuition reimbursement up to $5,250 annually (minimum service requirement)
  • Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank‘s Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

  • Client Relationship Consultant

    5 months ago

    Spokane, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...

  • Client Relationship Consultant

    3 weeks ago

    Spokane, Washington, United States US Bank Full time

    Job DescriptionAt US Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing personalized guidance and support to help them achieve their financial goals.Key Responsibilities:Engage with clients through multiple channels,...

  • Client Relationship Consultant 2

    4 weeks ago

    Spokane, Washington, United States US Bank Full time

    Job SummaryWe are seeking a Client Relationship Consultant 2 to join our team at US Bank. As a Client Relationship Consultant 2, you will be responsible for building and fostering relationships with clients through proactive outreach and follow up. You will also be responsible for maintaining a working knowledge of consumer and business banking products and...

  • Private Client Relationship Manager

    4 weeks ago

    Valley Stream, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. You will engage directly with our clients to exceed their expectations by thinking long term, always doing...

  • Senior Client Relationship Manager

    4 weeks ago

    Union Valley, Texas, United States Aquilance, LLC Full time

    Job OverviewAquilance, LLC is seeking a highly skilled and experienced Senior Client Relationship Manager to join our team. The successful candidate will be responsible for providing exceptional client service and fostering teamwork within the firm.The ideal candidate will have 2-5+ years' experience in a relationship management role serving the UHNW client...

  • Private Client Relationship Manager

    4 weeks ago

    Valley Stream, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. You will engage directly with our clients to exceed their expectations by thinking long term, always doing...

  • JDE Security Consultant

    3 weeks ago

    Spokane, Washington, United States Mastech Digital Full time

    Job OverviewMastech Digital is seeking a seasoned JDE Security Consultant to join our team. As a key member of our Consulting domain, you will leverage your expertise in JD Edwards Security to drive business growth and success.Key ResponsibilitiesProvide expert-level guidance on JD Edwards Security best practices and implementation strategies.Collaborate...

  • Bathroom Sales Consultant

    3 weeks ago

    Spokane, Washington, United States Bath Planet Full time

    Job OverviewAs a key member of the Bath Planet team, you will be responsible for engaging with potential customers, educating them about our products, and setting up appointments for In-Home Design Consultations. Your excellent communication skills and ability to multitask will be essential in building strong relationships with our clients and driving sales...

  • Risk Control Consultant

    4 weeks ago

    Spokane, Washington, United States Travelers Full time

    Job Title: Managing Risk Control ConsultantAt Travelers, we're committed to delivering exceptional products and services to our customers. As a Managing Risk Control Consultant, you'll play a critical role in helping us achieve this goal.Job SummaryWe're seeking a highly skilled and experienced Risk Control Consultant to join our team. In this role, you'll...

  • Laboratory Technical Consultant

    4 weeks ago

    Spokane, Washington, United States Incyte Diagnostics Full time

    Job SummaryWe are seeking a highly skilled Laboratory Technical Consultant to join our team at Incyte Diagnostics. As a key member of our laboratory operations team, you will be responsible for providing technical consulting services to our clients, ensuring the quality and accuracy of laboratory results, and supporting the development of new laboratory...

  • Client Relationship Specialist- La Jolla, CA

    5 months ago

    Valley Center, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role...

  • Mental Health Consultant

    4 weeks ago

    Spokane, Washington, United States Children's Home Society of Washington Full time

    Job Summary: We are seeking a highly skilled Mental Health Consultant to join our team at Children's Home Society of Washington. As a Mental Health Consultant, you will provide clinical and case management services to children and families enrolled in our Early Head Start, Head Start, or ECEAP programs. Your expertise will be essential in assessing client...

  • Design Sales Consultant

    3 weeks ago

    Spokane, Washington, United States FPG Full time

    Job DescriptionAs a Design Sales Consultant at our client, a leading provider of home remodeling solutions, you will play a crucial role in driving revenue growth and expanding our client base. You will be responsible for prospecting, qualifying, and closing sales deals while delivering exceptional customer service.Key ResponsibilitiesIdentify and engage...

  • Freight Relationship Manager

    2 months ago

    Spokane, United States Circle Logistics, Inc Full time

    Job Title: Freight Relationship ManagerCompany: Circle LogisticsLocation: Spokane, WAAbout Circle Logistics: Circle Logistics is a leading third-party logistics (3PL) company, specializing in providing customized transportation solutions to a diverse range of industries. We pride ourselves on delivering exceptional customer service, leveraging our expansive...

  • Laboratory Technical Consultant

    3 weeks ago

    Spokane, Washington, United States Incyte Diagnostics Full time

    Job Summary:We are seeking a highly skilled Laboratory Technical Consultant to join our team at Incyte Diagnostics. This role will be responsible for supporting technical consulting of laboratory operations, CAP proficiency testing and accreditation oversight, audits and inspections to ensure inspection readiness, sales-marketing initiatives for hospital...

  • Beauty Consultant

    4 weeks ago

    Spokane, Washington, United States LVMH Full time

    Job Summary: We are seeking a skilled Beauty Advisor to join our team at Sephora. As a Beauty Advisor, you will be responsible for providing personalized beauty consultations to clients, demonstrating product application techniques, and staying up-to-date with the latest beauty trends. Key Responsibilities: Provide personalized beauty consultations to...

  • Sales Performance Consultant

    4 weeks ago

    Spring Valley, Nevada, United States Stratford Davis Staffing LLC Full time

    Job DescriptionWe're seeking a highly motivated Sales Performance Consultant to join our dynamic team at Stratford Davis Staffing LLC. As a Sales Performance Consultant, you will be responsible for engaging with clients nationwide to provide insurance coverage. Your primary goal will be to establish connections with clients, gather crucial information to...

  • Sales Consultant

    4 weeks ago

    Valley Park, Missouri, United States DIFILIPPO Full time

    Lead a Team to Success at DIFILIPPODIFILIPPO is a 120-year-old industry leader seeking a passionate and purpose-driven leader to join our organization. As a Sales Consultant, you will learn our process to service existing 2,000 business clients while developing relationships to add new clients through referrals and leads. You will lead a small team to...

  • SSD Client Service Specialist

    3 days ago

    Spokane, United States Gravis Law, PLLC Full time

    Job Type Full-time Description As an SSD Client Service Specialist, you will perform a variety of SSD administrative tasks. You will support the SSD team by screening and onboarding new clients. Many of our clients are experiencing very tough challenges due to the nature of their condition and/or factors related to finances, relationships, or other reasons....

  • Relationship Manager

    4 weeks ago

    Green Valley, Arizona, United States Bank of America Full time

    About the Role:This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...