Client Relationship Consultant

Company: Banner Bank
Location: Los Angeles
Posted on: November 16, 2024

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.
In this role you'll have an opportunity to:

• Provides an exceptional client experience while engaging in a broad range of sales and service activities at branch locations.
• Processes a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
• Consults with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognizes and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
• Communicates proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
• Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
• Assists in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.Education & Certifications
  • High school diploma or equivalent
  • An equivalent combination of education and experience may be consideredExperience
    • 1 or more years of teller/banker or related sales experience with established goals required
    • NMLS registration or ability to obtain required
    • Ability to analyze client needs and make appropriate recommendations based on financial data
    • Bilingual in Korean, Mandarin, or Cantonese preferred Knowledge, Skills and Abilities
      • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.
      • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions.
      • Possess effective selling, cross selling and referral skills.
      • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
      • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
      • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools. Compensation & Benefits
        • Targeted starting compensation range is based on location and experience: $19.56 - $
        • Incentive and commission compensation may be awarded for eligible roles
        • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
        • Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
        • 401k (up to 4% match with immediate vesting)
        • Tuition reimbursement up to $5,250 annually (minimum service requirement)
        • Get more information at:

Keywords: Banner Bank, Costa Mesa , Client Relationship Consultant, Professions , Los Angeles, California