Client Relationship Consultant II- Garden Valley

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. 
Provide exceptional customer service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Teller 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.   

Client Relationship Consultant II Requirements

• 2 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

• 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 it’s 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): $19.21-$26.51/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

Requirements:

• H.S. Diploma required
• NMLS registration required
• 3+ years of Personal Banker or Universal Banker experience required

Knowledge, Skills & Abilities

• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending.
• Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
• Possess effective selling, cross selling and referral skills.
• Possess strong mathematical, problem solving, and negotiation skills.
• Ability to analyze client credit data and other related financial information.

In this role you will have the opportunity to:

• Responsible for processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
• Develop and maintain in-depth knowledge of all operational processes and requirements.
• Maintain acceptable operational quality standards on all new account openings. Must meet minimum referral standards set by Manager.
• Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions using the Banner Way process and tools.
• Responsible for presenting tailored solutions that meet the client’s specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts.
• Assist Branch Manager or other partners in conducting joint, outbound calls. Particip