Banner Bank · 10 hours ago
Client Relationship Consultant II Balboa - Clairemont Branch
San Diego, CA
Full-time
Onsite
Entry, Mid Level
$22/hr - $30/hr
2+ years expBanner Bank is a reputable financial institution recognized for its commitment to customer service and community involvement. As a Client Relationship Consultant II, you will support clients through meaningful financial conversations and exceptional service, while contributing to the branch's daily success and strengthening client relationships.
BankingFinanceFinancial Services
Responsibilities
Provide an exceptional sales and service experience while supporting daily branch operations
Assist with training, mentoring, and coaching new team members as they build confidence in their roles
Develop relationships with clients and community partners to build a strong consumer lending pipeline
Participate in outbound calls and joint client appointments with the Branch Manager and business partners
Consult with clients to understand their needs and recommend banking products, services, and digital tools
Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services
Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments
Balance your cash drawer with accuracy in currency and coin handling
Communicate proactively with clients to educate, resolve issues, and strengthen loyalty
Hold scheduled and walk-in appointments to uncover needs and provide tailored solutions
Open new accounts, maintain existing accounts, and resolve account-related issues while ensuring compliance with policies and regulations
Support lending activities by answering client questions, completing loan applications, and preparing documentation
Qualification
Required
You have a High School Diploma or G.E.D. (Required)
You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required)
An equivalent combination of education and experience can be considered in lieu of a degree
Preferred
You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts
You can review client credit data and financial information to identify needs and recommend solutions
You understand consumer and business lending best practices and enjoy supporting lending conversations
You're skilled in consultative selling, cross-selling, and developing referral networks
You build strong client relationships through excellent communication and interpersonal skills
You manage multiple priorities with ease and adapt quickly to changing client or branch needs
You are confident using Microsoft Outlook, Word, and related business tools
You maintain professionalism in person, over the phone, and through email
You can lift and move up to 25 pounds as part of the role
Benefits
Annual 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
Company
Banner Bank
We are proud to provide you with the most comprehensive financial services in the Pacific Northwest
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Grescovich
President and Chief Executive Officer of Banner Corporation and Banner Bank. Also a Director
James Costa
EVP Chief Operating Officer (COO)
Recent News
2025-10-17
2025-10-17
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