Client Relationship Consultant at Banner Bank in Beaverton, OR

Summary: Banner Bank is a reputable financial institution known for its strong community involvement and commitment to client service. As a Client Relationship Consultant, you will engage with clients, process financial transactions, and build lasting relationships to support their financial goals. Responsibilities: - Engage clients with exceptional service while supporting a wide range of sales and service activities - Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments - Balance your cash drawer with precise currency and coin handling - Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals - Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services - Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback - Hold appointments to identify client needs, provide solutions, and support their financial success - Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations - Support branch lending processes by answering questions, completing applications, and preparing accurate documentation Required Qualifications: - You have a High School Diploma or G.E.D. (Required) - You bring entry-level experience in teller, banking, or sales roles with established goals (Required) - An equivalent combination of education and experience can be considered in lieu of a degree Preferred Qualifications: - You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills - You're confident discussing banking products and services and can recognize opportunities to recommend solutions - You're skilled at multitasking and can adapt quickly to evolving client and branch needs - You have a basic understanding of retail banking products, policies, and systems - You can review financial information, including credit data, to identify client needs and suggest options - You are comfortable with Microsoft Outlook, Word, and other business tools - You demonstrate professionalism in person, over the phone, and via email - You can lift up to 25 pounds as part of the role Required Skills: Client relationship management, Sales experience, Retail banking knowledge Important Skills: Multitasking, Microsoft Office Benefits: Annual 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