Client Relationship Consultant I at Banner Bank in Chula Vista, CA

Summary: Banner Bank is a well-established financial institution recognized for its strong values and community involvement. The Client Relationship Consultant role focuses on providing exceptional service to clients, processing financial transactions, and supporting branch lending processes while fostering lasting relationships. 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: - High School Diploma or G.E.D - Entry-level experience in teller, banking, or sales roles with established goals - An equivalent combination of education and experience can be considered in lieu of a degree Preferred Qualifications: - Enjoy helping clients and excel at building relationships through strong communication and interpersonal skills - Confident discussing banking products and services and can recognize opportunities to recommend solutions - Skilled at multitasking and can adapt quickly to evolving client and branch needs - Basic understanding of retail banking products, policies, and systems - Can review financial information, including credit data, to identify client needs and suggest options - Comfortable with Microsoft Outlook, Word, and other business tools - Demonstrate professionalism in person, over the phone, and via email - Can lift up to 25 pounds as part of the role Required Skills: Retail banking products, Banking policies, Banking systems, Financial transaction processing, Cash handling, Microsoft Outlook, Microsoft Word, Credit data review, Multitasking Benefits: 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