Client Relationship Consultant

2 months ago

Vancouver, 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 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.
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. 
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): $19.56 - $27.39/hr
  • 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

  • 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): $-19.56 - $27.39/hr
  • 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

  • Client Relationship Consultant

    2 months ago

    Vancouver, 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

    2 months ago

    Vancouver, United States Banner Bank Full time

    Job DescriptionPlease 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,...

  • Client Relationship Consultant

    2 months ago

    Vancouver, 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

    2 months ago

    Vancouver, 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

    2 months ago

    Vancouver, 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

    2 months ago

    Vancouver, Washington, 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

    2 months ago

    Vancouver, Washington, 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

    1 month ago

    Vancouver, WA, 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 Specialist

    2 months ago

    Vancouver, Washington, United States Banner Bank Full time

    About the RoleBanner Bank is seeking a highly skilled Client Relationship Consultant to join our team. As a Client Relationship Consultant, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.Key ResponsibilitiesOpen accounts and assist with processing Banker...

  • Client Relationship Specialist

    4 weeks ago

    Vancouver, Washington, United States Banner Bank Full time

    About the RoleWe are seeking a highly skilled Client Relationship Consultant to join our team at Banner Bank. As a Client Relationship Consultant, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.Key ResponsibilitiesOpen accounts and assist with processing Banker...

  • Client Relationship Specialist

    1 month ago

    Vancouver, Washington, United States Banner Bank Full time

    Client Relationship ConsultantBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service while engaging in sales and service activities at branch locations. As a key member of our team, you will be responsible for opening accounts, assisting with processing Banker transactions, cross-selling Bank products and...

  • Client Relationship Specialist

    3 weeks ago

    Vancouver, Washington, United States Banner Bank Full time

    Client Relationship ConsultantBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service while engaging in sales and service activities at branch locations. As a key member of our team, you will be responsible for opening accounts, assisting with processing Banker transactions, cross-selling Bank products and...

  • Client Relationship Specialist

    4 weeks ago

    Vancouver, Washington, United States Banner Bank Full time

    About the RoleWe are seeking a highly skilled Client Relationship Consultant to join our team at Banner Bank. As a Client Relationship Consultant, you will be responsible for providing exceptional client service while engaging in sales and service activities at branch locations.Key ResponsibilitiesOpen accounts and assist with processing Banker...

  • Client Relationship Specialist

    1 week ago

    Vancouver, Washington, United States Charles Schwab Full time

    Join Charles Schwab's Team as a Client Relationship SpecialistAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Assist Client...

  • Client Relationship Specialist

    2 weeks ago

    VANCOUVER, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re 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...

  • Management Consultant

    4 weeks ago

    Vancouver, Washington, United States Peak Performance Group Full time

    Job Title: Management ConsultantWe are seeking a highly motivated and ambitious Management Consultant to join our team at Peak Performance Group. As a Management Consultant, you will play a key role in driving business growth and development for our clients.Responsibilities:Develop and implement sales and marketing strategies to drive business growthBuild...

  • Management Consultant

    2 weeks ago

    Vancouver, United States Peak Performance Full time

    Job DescriptionJob DescriptionAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Our team is searching for an entry-level Management Consultant who is looking to do just that! As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with...

  • Commercial Relationship Manager

    1 month ago

    Vancouver, Washington, United States MRI Spokane Full time

    Job Title: Commercial Relationship ManagerWe are seeking a highly skilled Commercial Relationship Manager to join our team in Vancouver. As a Commercial Relationship Manager, you will be responsible for developing and expanding our client portfolio in the Vancouver area.Job Summary:The Commercial Relationship Manager will serve as a proactive, client-focused...

  • Client Engagement Specialist

    2 weeks ago

    Vancouver, Washington, United States Pettis Webber Pacific P.S. Full time

    Job DescriptionWe are seeking a highly skilled and compassionate Intake Specialist to join our team at Pettis Webber Pacific P.S. This role is responsible for communicating with prospective clients, building trust and confidence in our firm, and fostering meaningful relationships.Key Responsibilities:Conduct intake calls with clients, gathering relevant...

  • Mortgage Sales Consultant

    3 weeks ago

    Vancouver, Washington, United States The Ladders Full time

    Mortgage Sales Consultant RoleKey Responsibilities: Actively seek out new residential mortgage clients Evaluate borrowers' financial profiles and credit histories Generate sales by reaching out to potential clients Build and sustain referral networks Spend significant time outside the office to secure loan agreements Meet clients face-to-face to promote...