Client Relationship Consultant- Point Loma

Job Description

Job 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 will 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, and respond to questions regarding client accounts. You’ll also present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate.

Client Relationship Consultant 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

Compensation & Benefits

Please take time to review Banner Bank's Consent & Privacy notice before applying.

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Banner Bank does not accept unsolicited resumes from agencies and / or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and / or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

A note on how we use AI : We may use artificial intelligence (AI) tools to support parts of the hiring process, such as analyzing resumes. These tools assist our recruitment team but do not replace human judgment. While a sufficient interview pool is being generated, a human review of all resumes is conducted. Final hiring decisions are ultimately made by humans. We also review our AI tools to monitor for potential bias and we comply with applicable legal requirements for the use of AI tools in this context.