Banner Bank

Financial Services

ClientRelationshipConsultant

$0–0k Pendleton, Oregon, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Client Relationship Consultant at Banner Bank. Skills: Client relationships, Sales, Financial services. Engage clients with exceptional service. Support sales and service activities”

Industry & Context.

Financial Services
Eligibility Requirements

Lift up to 25 pounds

What They're Looking For.

Must Have

High School Diploma or G. E. D., Entry-level experience in teller, banking, or sales roles with established goals

Nice to Have

Basic understanding of retail banking products, policies, and systems, Ability to review financial information, including credit data, Comfortable with Microsoft Outlook, Word, and other business tools, Ability to lift up to 25 pounds

What You'll Do.

Engage clients with exceptional service

Support sales and service activities

Process financial transactions

Consult with clients to understand needs

Introduce products and services

Identify opportunities to expand relationships

Make referrals to partners

Communicate with clients to educate

Resolve client concerns

Strengthen client loyalty

Gather client feedback

Hold appointments to identify client needs

Provide client solutions

Support client financial success

Maintain existing accounts

Resolve account issues

Ensure compliance with policies

Support branch lending processes

Answer lending questions

Complete lending applications

Prepare lending documentation

How You'll Work.

Team & Collaboration

Referrals to partners

Communication Scope

Client communication

Full Job Description

## Description More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.   With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.   As a Client Relationship Consultant, you’ll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while supporting strong, lasting relationships with our bank. Every interaction is an opportunity to create a positive experience and make a meaningful impact.   ## In this role you'll 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

Free ATS check

Applying for this Client Relationship Consultant role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Lever

  • Lever uses a streamlined one-page form — apply in under 5 minutes.
  • LinkedIn import works well; review parsed data before submitting.
  • The cover letter field is optional but visible to reviewers — use it to differentiate.
  • Referral codes from employees can significantly boost visibility of your application.

ANONYMOUS · UNFILTERED

What do employees actually say about Banner Bank?

Real rants from real employees. Read before you apply.

Read Company Rants →