Client Relationship Consultant

4 weeks ago

Seattle, 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.

  • 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 

  • Client Relationship Consultant

    1 month ago

    Seattle, Washington, United States U.S. Bank Full time

    We are seeking a skilled Client Relationship Consultant to join our team at U.S. Bank. As a Client Relationship Consultant, you will be responsible for building and fostering relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs, and banking channel preferences.Identifying solutions for...

  • Client Relationship Consultant

    3 weeks ago

    Seattle, 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...

  • Client Relationship Consultant- Ballard

    4 months ago

    Seattle, United States Disability Solutions 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

    4 weeks ago

    Seattle, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying. To be considered for an interview, please make sure your application is full in line with the job specs as found below. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment...

  • Client Relationship Consultant

    3 weeks ago

    Seattle, 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

    4 weeks ago

    Seattle, 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

    Seattle, 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

    Seattle, 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...

  • Client Relationship Consultant

    4 weeks ago

    Seattle, 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 Specialist

    4 weeks ago

    Seattle, Washington, United States Banner Bank Full time

    Become a Client Relationship Specialist at Banner BankAt Banner Bank, we're committed to providing exceptional client service and building long-lasting relationships with our customers. As a Client Relationship Specialist, you'll play a key role in engaging with clients, understanding their financial needs, and providing tailored solutions to meet their...

  • Client Executive/Digital Transformation Consultant

    4 months ago

    Seattle, United States XD Innovation Group Full time

    XD Innovation is seeking passionate people willing to empower our customers and grow with us. XD Innovation is on the helm of cutting-edge innovation and works with some of the smartest minds in the industry. We are looking for a Client Executive to join its west coast operations. Location : San Francisco Bay Area, Seattle, or Vancouver Role: Execute overall...

  • Senior Client Executive

    3 weeks ago

    Seattle, United States Jobot Full time

    Job DescriptionJob DescriptionSenior Client Executive - Very competitive pay, strong benefits, fully remote!!This Jobot Job is hosted by: Lauren JessupAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $185,000 - $200,000 per yearA bit about us:A leading U.S.-based digital engineering consultancy for building,...

  • Tax Consultant

    4 weeks ago

    Seattle, Washington, United States Baker Tilly US, LLP Full time

    About Us: Baker Tilly US, LLP is a leading advisory, tax, and assurance firm with a presence in major regions of the U.S. and global financial centers. Our team provides clients with industry-focused tax advisory and compliance services, utilizing our expertise to deliver creative solutions to complex accounting and business challenges.Job Summary: We are...

  • Client Partner

    2 weeks ago

    Seattle, United States Mphasis Full time

    About Mphasis – Mphasis is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain, and process expertise. Mphasis Limited (then, Mphasis BFL Limited) was formed in June 2000 after the merger of the US-based IT consulting company...

  • Client Partner

    2 weeks ago

    seattle, United States Mphasis Full time

    About Mphasis – Mphasis is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain, and process expertise. Mphasis Limited (then, Mphasis BFL Limited) was formed in June 2000 after the merger of the US-based IT consulting company...

  • Client Service Director

    3 weeks ago

    Seattle, United States Kennedy Jenks Consultants Full time

    Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds...

  • Pharmacy Consultant, Lead Associate

    2 weeks ago

    Seattle, United States WTW inc. Full time

    Description Willis Towers Watson is looking for an energetic individual with growth, pharmacy, clinical and client facing expertise to join our growing team. As a Pharmacy Lead Associate you will be at the forefront of managing pharmacy benefits projects for large, complex clients and leverage your experience as a pharmacy benefits expert to make...

  • Associate Director, Consulting

    6 days ago

    Seattle, United States Quorum Review IRB Full time

    General Summary The Associate Director, Advarra Consulting has the responsibility, as assigned, to serve in a team leadership role and operate as a client liaison and provide consultancy services as an individual or as part of an increasingly diverse consulting group for Advarra Consulting Client Projects. The GXP Service Line generally includes Good...

  • Telecommunications Client Partner

    3 months ago

    Seattle, United States Slalom Full time

    **This role is not eligible for 100% remote work. Employees must live within a commutable distance of the Seattle Metropolitan Area and must be willing to be onsite at the client and/or Slalom Seattle office up to 5 days a week.** Client Partner - Telecommunications Slalom seeks a Seattle based Client Partner to join the team to expand the Slalom brand...

  • Brand Consulting Vice President

    4 weeks ago

    Seattle, Washington, United States Creative Artists Agency Full time

    About the RoleThe Creative Artists Agency is seeking a highly skilled Brand Consulting Vice President to lead our team in delivering exceptional client experiences. As a key member of our hospitality and events team, you will be responsible for developing and executing large-scale hospitality programs for our clients.Key ResponsibilitiesCollaborate with...