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Client Relationship Consultant

Banner Bank · Redding, California

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Fit summary

Strong fit if you like client-facing banking conversations, steady follow-up, and service sales more than pure cold outbound. Redding is in-person (not remote); thrives on clear communication, reliability, and comfort with forms and compliance detail.

Day in the role

As a Client Relationship Consultant at Banner Bank in Redding, you would spend the day answering questions on products, pricing, availability, and terms; reaching out to prospects and existing clients about needs; comparing service costs; and following up after account openings to fix issues and keep relationships healthy. Expect some time on market and product updates, plus paperwork or agreements that close the sale—core service-sales work in a branch or relationship-banking setting.

Skills to emphasize

Build strength in needs discovery, clear product explanations, cost comparison, post-sale problem resolution, and accurate forms/agreements. Stay current on local banking products, credit terms, and regulations through sales meetings and industry reading. No certification family or priced resources were provided in the source data.

FAQ from this listing

Is this role remote?

No—the listing is for Redding, California with remote set to off.

What kind of work is this?

Consultative client and service sales: answering product questions, contacting customers, comparing costs, and supporting accounts after the sale.

Where can I read the occupation profile?

O*NET summarizes related tasks and titles at 41-3091.00.

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

O*NET source

Role overview (listing rewrite)

Clients Relationship Consultant, Bannerbank, Redding, California The Opportunity Bannerbank is seeking a Client Relationship Consultant to join our team in Redding, California. This full-time position will be based out of the office and requires no remote work. As a Client Relationship Consultant, you will play a crucial role in maintaining strong relationships with our clients while ensuring their needs are met through exceptional service. Develop and maintain positive client relationships Provide excellent customer service to ensure client satisfaction Identify new business opportunities within existing client base Collaborate with cross-functional teams to deliver comprehensive solutions Ensure compliance with all company policies and regulatory requirements Your Responsibilities In this role, you will be responsible for: Building rapport with clients through regular communication and visits Assessing client needs to recommend appropriate financial solutions Providing ongoing support and advice on banking products and services Managing client accounts to ensure timely payments and transactions Participating in team meetings and training sessions as needed What You Bring To succeed in this role, you should have: A minimum of 3 years of experience in client relationship management or a related field Strong interpersonal and communication skills Excellent problem-solving abilities Familiarity with banking products and services A proactive and results-driven attitude More About Bannerbank Bannerbank is a leading financial institution that provides a wide range of banking, lending, and investment solutions. With a commitment to excellence and innovation, we strive to deliver exceptional service to our clients while fostering a dynamic work environment. Apply Today To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

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Generated for personal interview prep · 2026-08-15 UTC · getajob.ai