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Client Relationship Specialist

2 months ago

Bellingham, Washington, United States Banner Bank Full time
About the Role

Banner 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 Responsibilities:
  • Open accounts and assist with processing Banker transactions
  • Cross-sell Bank products and services
  • Take applications for and book loans
  • Perform account and client profile maintenance
  • Respond to questions regarding client accounts
  • Present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate
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
Compensation & Benefits:
  • Targeted starting hourly range (based on experience): $27.21/hr
  • Incentive potential
  • Comprehensive employee benefits, including:
    • Medical
    • Dental
    • Vision
    • LTD
    • STD
    • Life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement