financial services consultant

Nusenda Credit Union

<p></p><div><p>Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.</p>
<p>
As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!</p>
<p>
Thank you for your interest in joining the Nusenda team!</p>
<p>
We are currently seeking a <b>Full-Time Financial Consultant UP </b>who can work <b>37-40 hours per week</b>, with open availability <b>Monday-Saturday.</b></p>
<p>
As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members&rsquo; financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed.</p>
<p><b>
What you&rsquo;ll do:</b></p>
<ul>
<li>Assist members with their financial needs through a consultative needs-based approach.</li>
<li>Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services.</li>
<li>Refer members to specialized departments, as needed.</li>
<li>Support the Teller line, as needed.</li>
<li>Handle problem resolution with your authority level.</li>
<li>Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy.</li>
</ul>
<p><b>What you&rsquo;ll need:</b></p>
<ul>
<li>Three to five years of similar or related experience</li>
<li>High School Diploma or GED</li>
</ul>
<p><b>Key skills and experience:</b></p>
<ul>
<li>Knowledge of Teller and Platform Operations.</li>
<li>Ability to provide exceptional service.</li>
<li>Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments.</li>
<li>Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.</li>
<li>Effectively communicate with internal and external customers appropriately via in person, email, etc.</li>
</ul>
<p><i>Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.</i></p><p></p><p>
Equal Opportunity Employer<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</p></div>

Financial Consultant

Lorien

<p><strong>Workday Financials Consultant - OUTSIDE IR35</strong><em>Our client, a leading financial services company, are recruiting for a Workday Financials Consultant to join the team on a contract basis to work on a global Workday Financials rollout</em></p> <p><em><strong>European travel will be required</strong></em><strong>Experience</strong>:</p> <ul> <li>Experience in configuring and implementing Workday solutions for Financials Core and other functional areas</li><li>Strong finance transformation track record</li><li>Strong background within Workday Financials</li><li>Experience with multiple full-cycle Workday implementations</li><li>Strong understanding of Workday Financials processes and best practices</li><li>Happy to be hands on around configuration</li><li>Ideally from an accountancy background</li><li>Strong background in conducting impact analysis on new requirements and change requests</li><li>Experience providing support for client/user testing</li></ul> <p>Please apply!</p> <p>Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.</p>

Workday Financials Consultant - OUTSIDE IR35

Pak Mission Society

<div><div><div><div><b>Posted date</b></div> <div>23rd December, 2025</div> <div><b>Last date to apply</b></div> <div>31st December, 2025</div>
</div><br>
<div><div><b>Country</b></div> <div>Pakistan</div> <div><b>Locations</b></div> <div>Lasbela</div>
</div><br>
<div><div><b>Category</b></div> <div>Training &amp; Development
</div></div><br>
<div><div><b>Type</b></div> <div>Consultancy</div> <div><b>Position</b></div> <div>1</div>
</div><br>
<div><div><b>Experience</b></div> <div>5 years</div></div></div></div>
<br><p></p><div><p><b>TERMS OF REFERENCE (TOR)</b></p><br>
<p></p>
<div>
<div><div><div><p><b>Title of Assignment:</b></p></div><div><br>
<p>
Consultant/Trainer for Financial Literacy Training</p></div></div><div><br>
<div>
<p><b>Project:</b></p></div><div><br>
<p>
UN-ODC project-Lasbela</p></div></div><div><br>
<div>
<p><b>Donor:</b></p></div><div><br>
<p>
UNODC</p></div></div><div><br>
<div>
<p><b>Location:</b></p></div><div><br>
<p>
Lasbela</p></div></div><div><br>
<div>
<p><b>Duration:</b></p></div><div><br>
<p>
3 Days</p></div></div><div><br>
<div>
<p><b>Start Date:</b></p></div><div><br>
<p>
10th January 2026</p></div></div><div><br>
<div>
<p><b>End Date:</b></p></div><div><br>
<p>
12th January 2026</p></div></div><br>
</div>
</div><p></p><p>1. Introduction/ Background</p>
<p>
Pak Mission Society (PMS), in partnership with Lasbela University of Agriculture, Water and Marine Sciences (LUAWMS), is implementing the Oceanpreneurs: Building Blue Economy Start-ups at Lasbela University to Counter Violent Extremism project. The initiative aims to equip 40 university students with practical, market-driven entrepreneurship skills in priority blue economy sectors, leading to the development of at least 8 viable start-ups within a three-month implementation period.</p><br>
<p></p>
<p>
The purpose of this assignment is to engage a qualified financial literacy consultant/trainer to design and deliver a structured and context-specific financial literacy programme for youth-led start-ups and early-stage enterprises. The programme will be aligned with entrepreneurship incubation needs and CVE objectives, with the aim of strengthening financial management skills, enterprise sustainability, and youth resilience.</p>
<p>
2. Purpose of assignment<b>
</b></p><p>The purpose of the assignment is to develop a comprehensive a structured, market-informed financial literacy training module that equips university students with practical financial management skills for start-ups and early-stage enterprises in blue economy sectors. The financial literacy will equip the students with the practical entrepreneurial and financial competencies required to manage start up or business ideas, future skills and critical thinking that strengthens analytical thinking, adaptability, problem solving and responsible civic engagement.</p><br>
<p></p>
<p>
3. Objectives<b>
</b></p><p>The specific objectives of this assignment are to:</p><br>
<p></p>
<div>
<ul><li>Design and deliver a structured, learner-centred financial literacy training curriculum aligned with early-stage entrepreneurship and start-up development.</li></ul>
<ul><li>Equip participants with practical skills to manage financial resources, including budgeting, bookkeeping, cash flow, and financial planning.</li></ul>
<ul><li>Strengthen participants&rsquo; capacity to link Financial strategies with revenue generation, pricing, and financial sustainability.</li></ul>
<ul><li>Build future skills, including critical thinking, adaptability, problem-solving, and informed financial decision-making.</li></ul>
<ul><li>Support enterprise development through practical application of financial literacy to business plan development, financial projections, and pitch preparation.</li></ul>
<ul><li>Develop tailored facilitator and participant training materials that support practical learning, enterprise readiness, and real-world application.</li></ul>
</div><p>4. Scope of work</p><br>
<p></p>
<p>
The consultant/firm will undertake the following tasks:</p>
<p>
4.1 Review &amp; Analysis</p>
<ul><li>Review the Oceanpreneurship Project document of financial literacy, and stakeholder consultations.</li>
<li>Identify priority subsectors, start-up niches, risks, and enablers to be reflected in the curriculum.</li>
</ul><p>4.2 Curriculum Design</p>
<p>
The consultant/firm will design a modular training curriculum structured around the following four core themes:</p>
<p>
Module 1: Introduction to Financial Literacy for startups</p>
<ul>
<li>Understanding financial literacy and its importance for startup sustainability</li>
<li>Basic financial concepts relevant to early-stage enterprises</li>
<li>Linking financial decision-making with business ideas and startup goals</li>
<li>Introduction to income, expenses, profit, and loss</li>
<li>Role of financial discipline in social and commercial entrepreneurship</li></ul><br>
<p></p>
<p>
Module 2: Basic Bookkeeping Principles of basic bookkeeping for start-ups</p>
<ul>
<li>Recording daily income and expenses using manual tools</li>
<li>Introduction to simple Financial and bookkeeping tools and applications</li>
<li>Managing receipts, invoices, and payment records</li>
<li>Maintaining accurate financial records for transparency and accountability</li></ul><br>
<p></p>
<p>
Module 3: Cash Flow Management</p>
<ul>
<li>Enhances understanding of cash flow in relation to sales, expenses in Financial start-ups</li>
<li>Difference between profit and cash flow</li>
<li>Managing irregular income and start-up expenses</li>
<li>Monitoring cash flow to avoid shortages</li>
<li>Preparing simple cash flow statement for decision making</li></ul><br>
<p></p>
<p>
Module 4: Budgeting and Financial Planning</p>
<ul>
<li>Preparing startup and operation budgets</li>
<li>Estimating startup cost and ongoing expenses</li>
<li>Planning financial resources for short and medium term needs</li>
<li>Setting financial priorities and controlling costs</li>
<li>Aligning budgets with business goals and growth plans</li></ul><br>
<p></p>
<p>
Module 5: Financial Sustainability and Business Decision-Making</p>
<ul>
<li>Understanding income, expenses, and profit for long-term business sustainability</li>
<li>Linking pricing, sales volume, and cash flow management</li>
<li>Preparing and managing business budgets effectively</li>
<li>Estimating costs, revenues, and financial risks in business operations</li>
<li>Ethical financial practices and responsible decision-making</li></ul><br>
<p></p>
<p>
Module 6: Future Skills and Financial Decision-Making</p>
<ul>
<li>Critical thinking and evidence-based financial decisions</li>
<li>Financial risk identification and mitigation</li>
<li>Adaptability and problem-solving in uncertain markets</li>
<li>Understanding and countering financial misinformation and fraud</li>
<li>Responsible civic and economic engagement</li></ul><br>
<p></p>
<p>
Module 7: Interaction with Banks</p>
<ul>
<li>Introduces the role of banks and financial institutions in enterprise development</li>
<li>Opening and managing business bank accounts</li>
<li>Understanding savings, credit, and basic loan products</li>
<li>Responsible use of banking and financial services</li>
<li>Building confidence in engaging with banks and financial institutions</li>
<li>Strengthens ability to challenge misinformation, financial fraud, and harmful narratives related to banking and credit</li>
</ul><p>4.3 Development of Training Materials</p>
<p>
Development of training materials development of training materials</p>
<ul>
<li>Detailed session plans and learning objectives</li>
<li>Facilitator manual with guidance notes and exercises</li>
<li>Student workbook with tools, templates, and assignments</li>
<li>Case studies drawn from local and regional blue economy enterprises</li>
<li>Pre- and post-training assessment tools</li>
<li>Start-up readiness and feasibility scoring matrix</li>
<li>Group assignments, practical exercises, and reflection tools</li>
<li>Present draft curriculum to PMS and LUAWMS for validation</li>
<li>Incorporate feedback from faculty, industry mentors, and PMS</li>
<li>Finalize curriculum and all associated tools</li>
</ul><p>4.4 Assessment &amp; Learning Tools</p>
<p>4.5 Validation &amp; Finalization</p>
<p>5. Methodology<b>
</b></p><p>The consultant is expected to adopt a participatory and applied approach, including:</p>
<ul>
<li>Desk review of market/value chain findings</li>
<li>Consultations with PMS, LUAWMS faculty, and industry mentors</li>
<li>Curriculum benchmarking with relevant entrepreneurship and blue economy programs</li>
<li>Iterative validation and refinement</li>
</ul><p>6. Timeframe<b>
</b></p><ul><li><b>Contract Duration: 3 Days</b></li></ul>
<ul><li><b>Start Date: 16</b><b>th</b><b> January 2026</b></li></ul>
<ul><li><b>End Date: 18</b><b>th</b><b> January 2026</b></li></ul><br>
<p></p>
<p><b>
7. </b>Deliverables and work plan<b>
</b></p><p>The consultant/firm will deliver following work plan/timeline and deliverables.</p>
<div>
<div><div><div><p><b>S No</b></p></div><div><br>
<p><b>
Phase</b></p></div><div><br>
<p><b>
Key Activities</b></p></div><div><br>
<p><b>
Outputs / Deliverables</b></p></div></div><div><br>
<div>
<p><b>1</b></p></div><div><br>
<p>
Training Needs Assessment</p></div><br>
<div>
<ul><li>Conduct a financial literacy needs assessment among project trainees</li>
<li>Identify knowledge gaps</li>
<li>Pre-assessment</li>
<li>Needs assessment</li></ul></div><br>
<div>
</div></div><br>
<div><div><p><b>2</b></p></div><div><br>
<p>
Develop Training Content</p></div><br>
<div>
<ul><li>Design a financial literacy training lesson plan</li>
<li>Include modules on bookkeeping, budgeting, costing, based on traditional and Financial tools, savings, and credit management</li>
<li>Support groups to budget their capital according to their business idea</li>
<li>Customized training worksheets and lesson plan</li></ul></div><br>
<div>
</div></div><br>
<div><div><p><b>3</b></p></div><div><br>
<p>
Deliver Training Sessions</p></div><br>
<div>
<ul><li>Use real-life examples and hands on training to explain financial concepts</li>
<li>Help the Trainees implement the concepts to their Lean Social Enterprise Canvas and budget their social plans.</li></ul><br>
<p></p>
<p><b>
Conduct financial literacy Training:</b></p>
<ul>
<li>Introduction to Financial Literacy for Start-ups</li>
<li>Basic Bookkeeping on traditional and Financial tools</li>
<li>Cash Flow Management</li>
<li>Budgeting and Financial Planning</li>
<li>Interaction with Banks</li>
<li>Trainees understand key financial concepts with real-life application.</li>
<li>Updated Lean Social Enterprise Canvas with financial sections filled.</li>
<li>Draft budget and financial plan for each trainee&rsquo;s social enterprise.</li>
<li>Hands-on practice in bookkeeping.</li>
<li>Improved skills in managing cash flow.</li>
<li>Increased confidence in interacting with banks.</li></ul></div><br>
<div>
</div></div><br>
<div><div><p><b>4</b></p></div><div><br>
<p>
Post-Training Evaluation</p></div><br>
<div>
<ul><li>Assess knowledge and skill improvements through post-test/evaluation</li>
<li>Compare pre- and post-training results
<ul><li>Post test and post-training evaluation report</li></ul></li></ul><br>
</div>
</div><br>
</div></div><p></p><p><b>8. </b>Reporting and coordination<b>
</b></p><p>The consultant will report to the program lead and project manager of PMS. The consultant will work under their overall technical guidance and supervision and will be responsible for maintaining regular coordination, providing progress updates, and ensuring timely submission of all agreed deliverables in line with PMS standards and project.</p><br>
<p></p>
<p>
9. Eligibility Criteria</p><br>
<p></p>
<div>
<div><div><div><p>S. #</p></div><div><br>
<p>
Criteria</p></div><div><br>
<p>
Description / Benchmarks</p></div><div><br>
<p>
Allocated Points</p></div></div><div><br>
<div>
<p>1</p></div><div><br>
<p>
Academic Qualification</p></div><div><br>
<p>
Master&rsquo;s degree or equivalent professional qualification in Finance, Business Administration, Economics, or a closely related discipline. Certification in financial literacy training, curriculum development, or adult learning methodologies will be considered an added advantage.</p></div><div><br>
<p>
10</p></div></div><div><br>
<div>
<p>2</p></div><div><br>
<p>
Relevant Professional Experience</p></div><div><br>
<p>
Minimum 3&ndash;5 years of demonstrated experience in designing and delivering financial literacy training. Proven experience working with universities, youth, or community-based programs is required.</p></div><div><br>
<p>
20</p></div></div><div><br>
<div>
<p>3</p></div><div><br>
<p>
Technical expertise in Financial Planning and Budgeting</p></div><div><br>
<p>
Demonstrated expertise in financial literacy, including financial planning, budgeting, savings, and credit management. Evidence must be provided through past assignments, training materials, or relevant work samples.</p></div><div><br>
<p>
10</p></div></div><div><br>
<div>
<p>4</p></div><div><br>
<p>
Content &amp; Soft Skills Integration</p></div><div><br>
<p>
Proven experience in integrating inclusive leadership, soft skills, and participatory approaches into training programs. Experience in developing culturally sensitive and engaging training materials for diverse audiences is a strong advantage.</p></div><div><br>
<p>
15</p></div></div><div><br>
<div>
<p>5</p></div><div><br>
<p>
Delivery and Skills Requirements</p></div><div><br>
<p>
Clear, structured, and participatory methodology for curriculum design and training delivery. Excellent facilitation and communication skills, with the ability to explain complex financial concepts in a simple and accessible manner.</p></div><div><br>
<p>
15</p></div><br>
</div><br>
</div></div><p></p><p><b>B. Financial Evaluation (30 Points)</b></p><br>
<p></p>
<div>
<div><div><div><p><b>S. #</b></p></div><div><br>
<p><b>
Criteria</b></p></div><div><br>
<p><b>
Description / Benchmarks</b></p></div><div><br>
<p><b>
Allocated Points</b></p></div></div><div><br>
<div>
<p>1</p></div><div><br>
<p><b>
Cost Competitiveness</b></p></div><div><br>
<p>
Lowest evaluated financial proposal receives the maximum score. Other proposals will be scored proportionately using the formula:</p></div><div><br>
<p>
20</p></div></div><div><br>
<div>
<p>2</p></div><div><br>
<p><b>
Cost Breakdown &amp; Value for Money</b></p></div><div><br>
<p>
Clarity, realism, and completeness of the cost breakdown against proposed activities, deliverables, travel, and professional fees. Costs should reflect efficiency and value for money.</p></div><div><br>
<p>
10</p></div></div><br>
</div>
</div><p></p><p><b>10. </b>Desired Competencies, Technical Background, and Experience<b>
</b></p><p>The consultant/trainer must possess an advanced degree (Master&rsquo;s level or above) in Finance, Business Administration, Economics, Development Studies, Accounting, or a closely related discipline. Additional certifications or formal training in financial literacy, entrepreneurial finance, curriculum development, or adult learning methodologies will be considered a strong asset.</p>
<p>
2. Professional Experience</p>
<p>
The consultant/trainer must have a minimum of <b>five (5) to seven (7) years</b> of progressively responsible experience in designing and delivering financial literacy training or related capacity-building programs. This experience should include developing structured training curricula, preparing learning materials, facilitating interactive sessions, mentoring entrepreneurs or youth, and supporting early-stage enterprises in financial planning and management.</p>
<p>
3. Sectoral Expertise</p>
<p>
The consultant/trainer must demonstrate strong technical expertise in financial literacy for early-stage enterprises, including but not limited to budgeting, bookkeeping, costing and pricing, cash flow management, savings, and basic credit management. Evidence of this expertise should be demonstrated through previous assignments, training manuals, curricula, or relevant work samples.</p>
<p>
4. Youth, Gender, and Fragile Contexts</p>
<p>
The consultant/trainer must demonstrate a solid understanding of youth engagement, gender equality, and programming in fragile or conflict-affected contexts. Proven experience working with university students, youth groups, women, or marginalized populations is required, along with the ability to design and deliver training that is inclusive, culturally appropriate, conflict-sensitive, and aligned with social cohesion and CVE objectives.</p>
<p>
5. Facilitation and Curriculum Development Skills</p>
<p>
The consultant/trainer must possess excellent facilitation, instructional design, and curriculum development skills, with proven ability to develop learner-centred financial literacy curricula, facilitator manuals, participant workbooks, and assessment tools. Experience in applying participatory and experiential learning methodologies such as group work, practical exercises, case studies, simulations, and reflection is required. Strong written and verbal communication skills in English are essential.</p>
<p><b>
11. </b>Technical Proposal<b>
</b></p><p>The applicant must submit the following document with the technical proposal.</p>
<ul>
<li>Company profile/consultant profile including the proof of relevant experiences.</li>
<li>CVs of proposed staff who will lead the assignment and involved in assignment.</li>
<li>Plan of action for the proposed assignment.</li>
<li>Work plan for the proposed assignment.</li>
<li>Sample road map of previously completed similar assignments.</li></ul><br>
<p></p>
<p><b>
12. </b>Financial Proposal<b>
</b></p><ul><li>Proposed financial offer with a complete breakdown of activities.</li>
<li>The financial proposal must be submitted in PKR inclusive of all applicable taxes.</li></ul><br>
<p></p>
<p><b>
13.</b> How to Apply
</p><p>Interested individual consultants/ consulting firms are invited to submit their technical and financial proposals in sealed envelopes, clearly marked &ldquo;Training on financial literacy&rdquo; through courier on or before by 31sts December 2025 at H-333, Street # 29, G-14/4 Islamabad.</p></div><p></p>

Consultant/Trainer for Financial Literacy Training

Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying. <br> 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. <br> <b>Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b> 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. <br> 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. <br> 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. <br> As a <b>Client Relationship Consultant </b>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. <br><ul><li><p>Client Relationship Consultant Requirements</p><p><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></p></li><li><p>Our Process:</p><p><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></p></li><li><p>Compensation & Benefits</p><p><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></p></li></ul>

Client Relationship Consultant- Valley River Branch

Personal Banker

Please take time to review Banner Bank's Consent & Privacy notice before applying. <br> 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. <br> <b>Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b> 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. <br> 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. <br> 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. <br> As a <b>Client Relationship Consultant </b>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. <br><ul><li><p>Client Relationship Consultant Requirements</p><p><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></p></li><li><p>Our Process</p><p><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></p></li><li><p>Compensation & Benefits</p><p><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></p></li></ul>

Client Relationship Consultant

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Client Relationship Consultant- Valley River Branch

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Client Relationship Consultant