client relationship consultant

Banner Bank

Please take time to review Banner Bank's 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. 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. <ul><li>Client Relationship Consultant Requirements<li>1 or more years of Client Relationship Consultant experience or similar experience required</li><li>NMLS registration or ability to obtain required</li><li>A passion for providing superior client service</li><li>Ability to analyze client needs and make appropriate recommendations based on financial data</li><li>Effective communication and advisory ability</li></li><li>Our Process<li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></li><li>Compensation & Benefits<li>Targeted starting hourly range (based on experience): $19.56 - $ 27.39/hr </li><li>Incentive potential</li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></li></ul>

Client Relationship Consultant

Please take time to review Banner Bank's 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. 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. <ul><li>Client Relationship Consultant Requirements<li>1 or more years of Client Relationship Consultant experience or similar experience required</li><li>NMLS registration or ability to obtain required</li><li>A passion for providing superior client service</li><li>Ability to analyze client needs and make appropriate recommendations based on financial data</li><li>Effective communication and advisory ability</li></li><li>Our Process:<li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></li><li>Compensation & Benefits<li>Targeted starting hourly range (based on experience): $ 18 .00 - $ 25.20/hr </li><li>Incentive potential</li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></li></ul>

Client Relationship Consultant- Valley River Branch

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs.
 
 
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
 
 
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
 
</div><div>Basic Qualifications
 
<ul><li>High school diploma or equivalent
</li><li>Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
</li></ul></div><div>Preferred Skills/Experience
 
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up
</li><li>Ability to effectively engage and communicate with clients
</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems
</li><li>Thorough knowledge of all retail products and services
</li><li>Proven customer service and interpersonal skills
</li><li>Experience in participating in sales campaigns/promotions
</li><li>Experience with using and demonstrating digital products and self-service technologies
</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset
</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively
</li><li>Experience in the financial services industry preferred
</li></ul></div>If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $21.25 - $28.32
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Client Relationship Consultant 3 - Deerfield (40 hrs)

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs.
 
 
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
 
 
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
 
</div><div>Basic Qualifications
 
<ul><li>High school diploma or equivalent
</li><li>Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
</li></ul></div><div>Preferred Skills/Experience
 
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up
</li><li>Ability to effectively engage and communicate with clients
</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems
</li><li>Proven customer service and interpersonal skills
</li></ul>- - Experience with using and demonstrating digital products and self-service technologies
 
<ul><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset
</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively
</li><li>Experience in the financial services industry preferred
</li></ul></div>If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Client Relationship Consultant 2 (Banker) Middletown, OH Office

Reef

<div>
 
 Job Title:
 
 Property Consultant - Residential (Western Australia Focus)
 
 
 
 Location:
 
 Remote
 
 
 
 Role Type:
 
 Full-Time (8 hours/day Monday-Friday)
 
 
 
 Who We Are
 
 
 
 At Reef, we help top talent find remote roles with established companies across Western markets. We only work with the best candidates and match you with companies who are serious about long-term growth and value you accordingly.
 
 
 
 About The Role
 
 
 
 We are hiring a high-performing
 
 Property Consultant
 
 to support a fast-growing property investment company with a strong focus on client acquisition, qualification, and relationship building.
 
 
 This role is centred on
 
 inbound + outbound appointment setting
 
 , follow-ups, building rapport with prospects, ensuring high show-up rates, and maintaining a clean, organised workflow.
 
 
 Success means confidently speaking with warm and cold leads, deeply understanding client needs, qualifying them effectively, and booking them into consultations or strategy calls with high conversion rates. You must be proactive, structured, and excellent with communication.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Handle inbound and outbound calls to engage leads and qualify interest
 </li>
 <li>
 Build rapport quickly and guide prospects through next steps with confidence
 </li>
 <li>
 Book demos, consultations, and Zoom sessions with the sales or advisory team
 </li>
 <li>
 Maintain high show-up rates through structured reminders and personalised follow-up sequences
 </li>
 <li>
 Conduct lead qualification using clear frameworks and client criteria
 </li>
 <li>
 Manage and update pipelines in including:
 </li>
 <ul>
 <li>
 Call logs
 </li>
 <li>
 Notes
 </li>
 <li>
 Lead statuses
 </li>
 <li>
 Performance tracking dashboards
 </li>
 </ul>
 <li>
 Use thephone dialer for outbound calls and follow-ups
 </li>
 <li>
 Respond to inbound questions via phone, email, WhatsApp, SMS, or platform messaging
 </li>
 <li>
 Prepare light daily or weekly reports: leads handled, demos booked, show-up rates, and conversion outcomes
 </li>
 <li>
 Coordinate closely with the sales team to refine processes and improve booking efficiency
 </li>
 <li>
 Uphold brand tone, professionalism, and relationship-building best practices
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Minimum 1-2 years' experience in appointment setting, client relationship roles, or sales support
 </li>
 <li>
 Strong preference for experience in property, real estate investment, or related services
 </li>
 <li>
 Proven ability to qualify leads, overcome objections, and confidently handle calls
 </li>
 <li>
 Excellent spoken English with a clear, persuasive communication style
 </li>
 <li>
 Experience with Go High Level (GHL) (or similar tool) including CRM, pipelines, tagging, workflow navigation, and basic reporting
 </li>
 <li>
 Comfortable with outbound dialers (GHL phone dialer or similar)
 </li>
 <li>
 Highly organised, self-managed and motivated, and consistent with follow-ups
 </li>
 <li>
 Available full time (40 hours/week) working the client's core timezone
 </li>
 <li>
 Fast and reliable internet; your own laptop/desktop; quiet workspace; quality headset/microphone
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 Competitive base salary
 </li>
 <li>
 Direct contract with an established, rapidly growing property investment business
 </li>
 <li>
 Strong growth potential into senior client-facing or sales roles
 </li>
 <li>
 Internal training and support
 </li>
 </ul>
</div>

Property Consultant - Appointment Setting & Client Relations

Personal Banker

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Client Relationship Consultant

Client Relationship Consultant- Valley River Branch

Client Relationship Consultant- Valley River Branch

Client Relationship Consultant 3 - Deerfield (40 hrs)

Client Relationship Consultant 2 (Banker) Middletown, OH Office

Property Consultant - Appointment Setting & Client Relations

Personal Banker