Client Relationship Consultant at Banner Bank

Lewiston, Idaho, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

1 or more years of Client Relationship Consultant experience or similar experience
NMLS registration or ability to obtain
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

Responsibilities

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
Respond to questions regarding client accounts
Present tailored solutions that meet the client’s specific financial needs
Refer clients to other lines of business as appropriate

Skills

Key technologies and capabilities for this role

NMLSClient ServiceSalesAccount OpeningTransaction ProcessingCross-SellingLoan BookingAccount MaintenanceFinancial AnalysisCustomer Advisory

Questions & Answers

Common questions about this position

What is the starting hourly pay range for the Client Relationship Consultant role?

The targeted starting hourly range is $18.00 - $25.20/hr, based on experience.

What benefits are offered to Client Relationship Consultants?

Benefits include medical, dental, vision, LTD, STD and life insurance, paid vacation and sick time, 11 company paid holidays, 401k with up to 4% match, and tuition reimbursement.

Is this a remote position or does it require working at branch locations?

This is not a remote position; it requires working at branch locations.

What experience and skills are required for the Client Relationship Consultant position?

Requirements include 1 or more years of Client Relationship Consultant experience or similar, NMLS registration or ability to obtain, passion for superior client service, ability to analyze client needs and make recommendations based on financial data, and effective communication and advisory skills.

What is the interview process for this role at Banner Bank?

The process involves completing a simple application and assessment, a phone interview with a manager or recruiter, an on-site interview with the manager and team members, receiving an offer if it's a fit, and starting after a background check.

Banner Bank

Provides banking services and financial products

About Banner Bank

Banner Bank provides a variety of financial services to individuals and businesses in the Western United States, including checking and savings accounts, loans, mortgages, and investment services. The bank operates over 200 locations across Washington, Oregon, California, and Idaho, managing assets of more than $12.6 billion. Its products work by offering tailored financial solutions and expert guidance to meet the specific needs of each client, ensuring personalized service. Unlike many competitors, Banner Bank emphasizes quality, teamwork, and community involvement, which has earned it accolades such as being named the Best Bank in the Pacific Region by Money Magazine and receiving a five-star rating from Bauer Financial for financial strength. The goal of Banner Bank is to provide exceptional financial services while fostering strong community ties and ensuring customer satisfaction.

Walla Walla, WashingtonHeadquarters

1890Year Founded

IPOCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Tuition Reimbursement

Risks

Increased competition from digital-only banks may erode market share.

Rising interest rates could decrease loan demand, affecting revenue.

Evolving cybersecurity threats pose risks to customer data security.

Differentiation

Banner Bank emphasizes community involvement and personalized customer service.

The bank has been recognized as one of America's Most Trustworthy Companies.

Banner Bank offers tailored financial solutions to meet diverse client needs.

Upsides

Banner Bank's focus on ESG practices attracts environmentally conscious customers.

The bank's strong community ties enhance customer loyalty and brand reputation.

Recognition as a trustworthy company boosts customer confidence and retention.

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