Client Relationship Specialist

2 months ago


Vancouver, 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
  • Start working after a background check and kick-off an amazing career
Compensation & Benefits
  • Targeted starting hourly range (based on experience): $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


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Vancouver, Washington, United States PSI COMMUNICATIONS, LLC Full time

    {"title": "Client Solutions Specialist", "description": "Unlock Your Potential as a Client Solutions SpecialistAre you passionate about delivering exceptional customer experiences and driving business growth? Do you thrive in a fast-paced, entrepreneurial environment? We're seeking a talented Client Solutions Specialist to join our team at PSI...


  • Vancouver, Washington, United States Precision Solutions Full time

    We are actively seeking a Verizon Client Support Specialist to contribute to our latest initiative with a leading technology firm that is pioneering the Future of Home Internet. Our team is dedicated to introducing these innovative products to the market, particularly in the Portland area. The Verizon Client Support Specialist will engage with various...


  • 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...


  • Vancouver, Washington, United States Miller Home Renovations Full time

    Job Role: Client Engagement SpecialistMiller Home Renovations is on the lookout for enthusiastic individuals to join our team as Client Engagement Specialists.Our organization is dedicated to providing exceptional bathroom remodeling solutions for homeowners in the Pacific Northwest. With over ten years of expertise, we strive to improve the quality and...


  • Vancouver, Washington, United States Fisher Investments Full time

    The Fisher Investments Institutional Group is a global team that provides asset management to a diverse client base of investors. We are seeking a skilled Senior Institutional Client Operations Specialist to join our team.The Opportunity:The Senior Client Operations Analyst will work directly with our Asset Management Sales and Client Service Relationship...


  • Vancouver, Washington, United States Umpqua Bank Full time

    About Umpqua BankUmpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.About the RoleThis position is responsible for processing customer account transactions quickly and accurately. As a Client Service Specialist, you will...


  • Vancouver, Washington, United States NW Staffing Resources Full time

    Job Title: Client Services ManagerWe are seeking a highly skilled Client Services Manager to join our team at NW Staffing Resources. As a key member of our organization, you will be responsible for overseeing a team of Client Relations Specialists and supporting Account Managers in maintaining strong client relationships and ensuring exceptional customer...


  • Vancouver, Washington, United States NW Staffing Resources Full time

    Job Title: Client Services ManagerAre you a customer service expert looking for a challenging role in a dynamic medical testing laboratory? We have an exciting opportunity for a Client Services Manager to join our team at NW Staffing Resources.Job SummaryThe Client Services Manager will oversee a team of Client Relations Specialists and support Account...


  • Vancouver, Washington, United States Umpqua Bank Full time

    About the Role:This position is responsible for providing exceptional banking services to customers by building relationships and offering appropriate products and services. Key responsibilities include processing customer account transactions, performing cash handling functions, and learning about new and existing products and services.Key...


  • 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...


  • Vancouver, Washington, United States First Tech Fed Credit Union Full time

    Job Title: Client Operations Associate IIIAt First Tech Fed Credit Union, we're seeking a highly skilled Client Operations Associate III to join our team. As a key member of our operations team, you will provide exceptional administrative and operational support to our clients and financial advisors.Key Responsibilities:Provide administrative support to...


  • Vancouver, Washington, United States MRI Spokane Full time

    Job Summary:As a Commercial Relationship Manager, you will serve as a trusted financial partner to clients in the Vancouver area, providing a seamless delivery of investment, trust, credit, and/or depository services. You will be responsible for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account...

  • Sales Specialist

    2 weeks ago


    Vancouver, Washington, United States Republic National Distributing Company Full time

    Job SummaryWe are seeking a highly motivated and experienced Sales Specialist to join our team at Republic National Distributing Company. As a Sales Specialist, you will be responsible for building and maintaining relationships with key clients, identifying new business opportunities, and driving sales growth.Key ResponsibilitiesDevelop and execute sales...


  • Vancouver, Washington, United States BBSI Portland Full time

    Unlock Your Potential as a Business Growth SpecialistBBSI Portland is seeking a skilled Business Growth Specialist to join our team. This is a fantastic opportunity to leverage your expertise in sales, marketing, and business development to drive growth and revenue for our clients.As a Business Growth Specialist, you will be responsible for developing and...


  • Vancouver, Washington, United States Caliber Collision Repair Services Full time

    Position OverviewCaliber Collision Repair Services is seeking a dedicated Customer Service Consultant to join our team. In this role, you will be responsible for a variety of essential tasks that ensure a positive experience for our clients.Key ResponsibilitiesWelcome customers both in-person and via phone with a friendly demeanor.Assess customer needs and...