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Client Relationship Consultant

Client Relationship Consultant

Banner BankMonrovia, California, USA
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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 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. Youll also present tailored solutions that meet the clients specific financial needs or refer clients to other lines of business as appropriate.

Client Relationship Consultant Requirements

  • 1 or more years ofClient 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

  • Complete a simple application and answer a few questions
  • Take a quick assessment that gives us a little more insight on your work style
  • Have a phone interview with the manager or recruiter
  • Have an on-site interview with the manager and another key member or two of the team
  • Get an offer if its the right fit for you and Banner
  • Start working after a background check and kick-off an amazing career
  • Compensation & Benefits

  • Targeted starting hourly range (based on experience) : $19.56 - $ 27.39 / hr
  • 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
  • Get more information at : Employee Benefits Banner Bank
  • Please take time to review Banner Banks 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.

    Required Experience :

    Contract

    Key Skills

    Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Client Relationship Consultant • Monrovia, California, USA