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Client Relationship Consultant II
| Company | Banner Bank |
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| Location | Tacoma, WA, USA |
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| Salary | $22 – $26 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level |
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Requirements
- H.S. Diploma required
- NMLS registration required
- 3+ years of Personal Banker or Universal Banker experience required
Responsibilities
- 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.
- 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. Participate in regularly delivering banking presentations.
- Responsible for acting as a leader in sales and exceptional client service and may provide sales leadership and coaching of new Personal Bankers, Universal Bankers, and Tellers.
- Responsible for complying with policies, procedures, security requirements, and government regulations.
Preferred Qualifications
- 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.
