Job Description
Qualifications
H.S. Diploma: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
0 to 2 years of experience in a call center, retail banking or operations function required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough knowledge of all retail products and services
Strong interpersonal skills, including the ability to build rapport and connections with clients
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
Able to provide a high level of interactive service to others, building relationships and addressing identified needs
Demonstrated analytical/problem-solving skills and the ability to leverage sound/risk based judgement
Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank’s policies, procedures, products, and services
Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly
Benefits
Targeted starting compensation range is based on location and experience: $ 22.3+/hr - $30.2+/hr
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Read more about these and additional benefits at: Employee Benefits | Banner Bank
Responsibilities
Commands a comprehensive understanding of all the Bank's digital service offerings and effectively responds to client requests via the Digital Services channel
Considered a digital expert, provides client support for Online Banking, Mobile App, Bill Pay, Zelle, and other digital solutions
Serves as the first line of defense against fraud for the Digital Services channel
Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction
Maintains ownership of doing the right thing for the client while embracing Banner Bank's core values and mission of building client relationships
Delivers an exceptional sales and service experience to clients via phone, chat, SMS messaging, email and other digital applications
Provides timely onboarding efforts for new clients and deposit accounts initiated through the digital channel
Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction
Troubleshoots online banking and mobile app situations
Provides expert support for Zelle and other digital payments
Helps clients to make informed decisions through the digital account opening process
Consults with clients to discover needs and make recommendations that clients may utilize for their financial well-being such as loans, e-statements, checking accounts and other Banner Bank products and services
Serves as the first line of defense against fraud for the Digital Services channel
Follows guidelines for preventing new account fraud in compliance with governmental/bank policies and procedures
Observes and reports account behaviors that may cause a financial loss to the Bank or reputation risk
Recognizes and facilitates cross-sales as well as referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
Stay informed of news and coming features/changes to Digital Services and Community Banking
Performs other functions that might be needed from time to time such as back-up for other areas of Community Banking and assists others to complete tasks and work assignments
Possess effective selling, cross selling and referral skills
Job description
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.
Digital Client Relationship Consultant I Opportunity Overview
Commands a comprehensive understanding of all the Bank's digital service offerings and effectively responds to client requests via the Digital Services channel. Considered a digital expert, provides client support for Online Banking, Mobile App, Bill Pay, Zelle, and other digital solutions. Serves as the first line of defense against fraud for the Digital Services channel. Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Maintains ownership of doing the right thing for the client while embracing Banner Bank's core values and mission of building client relationships.
In this role you will have the opportunity to:
• Delivers an exceptional sales and service experience to clients via phone, chat, SMS messaging, email and other digital applications. Provides timely onboarding efforts for new clients and deposit accounts initiated through the digital channel.
• Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Troubleshoots online banking and mobile app situations. Provides expert support for Zelle and other digital payments.
• Helps clients to make informed decisions through the digital account opening process. Consults with clients to discover needs and make recommendations that clients may utilize for their financial well-being such as loans, e-statements, checking accounts and other Banner Bank products and services.
• Serves as the first line of defense against fraud for the Digital Services channel. Follows guidelines for preventing new account fraud in compliance with governmental/bank policies and procedures. Observes and reports account behaviors that may cause a financial loss to the Bank or reputation risk.
• Recognizes and facilitates cross-sales as well as referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
• Stay informed of news and coming features/changes to Digital Services and Community Banking.
• Performs other functions that might be needed from time to time such as back-up for other areas of Community Banking and assists others to complete tasks and work assignments.
Education & Certifications
• H.S. Diploma: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
Experience
• 0 to 2 years of experience in a call center, retail banking or operations function required
Knowledge, Skills and Abilities
• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.
• Strong interpersonal skills, including the ability to build rapport and connections with clients. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Possess effective selling, cross selling and referral skills. Able to provide a high level of interactive service to others, building relationships and addressing identified needs.
• Demonstrated analytical/problem-solving skills and the ability to leverage sound/risk based judgement.
• Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank’s policies, procedures, products, and services.
• Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly.
Travel
• 0%
Compensation & Benefits
• Targeted starting compensation range is based on location and experience: $ 22.3+/hr - $30.2+/hr
• Incentive and commission compensation may be awarded for eligible roles
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
• 401k (up to 4% match with immediate vesting)
• Tuition reimbursement up to $5,250 annually (minimum service requirement)
• Read more about these and additional benefits at: Employee Benefits | 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, ****** 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. 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.
H.S. Diploma: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
0 to 2 years of experience in a call center, retail banking or operations function required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough knowledge of all retail products and services
Strong interpersonal skills, including the ability to build rapport and connections with clients
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
Able to provide a high level of interactive service to others, building relationships and addressing identified needs
Demonstrated analytical/problem-solving skills and the ability to leverage sound/risk based judgement
Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank’s policies, procedures, products, and services
Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly
Benefits
Targeted starting compensation range is based on location and experience: $ 22.3+/hr - $30.2+/hr
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Read more about these and additional benefits at: Employee Benefits | Banner Bank
Responsibilities
Commands a comprehensive understanding of all the Bank's digital service offerings and effectively responds to client requests via the Digital Services channel
Considered a digital expert, provides client support for Online Banking, Mobile App, Bill Pay, Zelle, and other digital solutions
Serves as the first line of defense against fraud for the Digital Services channel
Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction
Maintains ownership of doing the right thing for the client while embracing Banner Bank's core values and mission of building client relationships
Delivers an exceptional sales and service experience to clients via phone, chat, SMS messaging, email and other digital applications
Provides timely onboarding efforts for new clients and deposit accounts initiated through the digital channel
Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction
Troubleshoots online banking and mobile app situations
Provides expert support for Zelle and other digital payments
Helps clients to make informed decisions through the digital account opening process
Consults with clients to discover needs and make recommendations that clients may utilize for their financial well-being such as loans, e-statements, checking accounts and other Banner Bank products and services
Serves as the first line of defense against fraud for the Digital Services channel
Follows guidelines for preventing new account fraud in compliance with governmental/bank policies and procedures
Observes and reports account behaviors that may cause a financial loss to the Bank or reputation risk
Recognizes and facilitates cross-sales as well as referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
Stay informed of news and coming features/changes to Digital Services and Community Banking
Performs other functions that might be needed from time to time such as back-up for other areas of Community Banking and assists others to complete tasks and work assignments
Possess effective selling, cross selling and referral skills
Job description
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.
Digital Client Relationship Consultant I Opportunity Overview
Commands a comprehensive understanding of all the Bank's digital service offerings and effectively responds to client requests via the Digital Services channel. Considered a digital expert, provides client support for Online Banking, Mobile App, Bill Pay, Zelle, and other digital solutions. Serves as the first line of defense against fraud for the Digital Services channel. Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Maintains ownership of doing the right thing for the client while embracing Banner Bank's core values and mission of building client relationships.
In this role you will have the opportunity to:
• Delivers an exceptional sales and service experience to clients via phone, chat, SMS messaging, email and other digital applications. Provides timely onboarding efforts for new clients and deposit accounts initiated through the digital channel.
• Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Troubleshoots online banking and mobile app situations. Provides expert support for Zelle and other digital payments.
• Helps clients to make informed decisions through the digital account opening process. Consults with clients to discover needs and make recommendations that clients may utilize for their financial well-being such as loans, e-statements, checking accounts and other Banner Bank products and services.
• Serves as the first line of defense against fraud for the Digital Services channel. Follows guidelines for preventing new account fraud in compliance with governmental/bank policies and procedures. Observes and reports account behaviors that may cause a financial loss to the Bank or reputation risk.
• Recognizes and facilitates cross-sales as well as referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
• Stay informed of news and coming features/changes to Digital Services and Community Banking.
• Performs other functions that might be needed from time to time such as back-up for other areas of Community Banking and assists others to complete tasks and work assignments.
Education & Certifications
• H.S. Diploma: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
Experience
• 0 to 2 years of experience in a call center, retail banking or operations function required
Knowledge, Skills and Abilities
• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.
• Strong interpersonal skills, including the ability to build rapport and connections with clients. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Possess effective selling, cross selling and referral skills. Able to provide a high level of interactive service to others, building relationships and addressing identified needs.
• Demonstrated analytical/problem-solving skills and the ability to leverage sound/risk based judgement.
• Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank’s policies, procedures, products, and services.
• Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly.
Travel
• 0%
Compensation & Benefits
• Targeted starting compensation range is based on location and experience: $ 22.3+/hr - $30.2+/hr
• Incentive and commission compensation may be awarded for eligible roles
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
• 401k (up to 4% match with immediate vesting)
• Tuition reimbursement up to $5,250 annually (minimum service requirement)
• Read more about these and additional benefits at: Employee Benefits | 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, ****** 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. 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.
💡 Quick Summary
Seeking a career-building opportunity? The Digital Client Relationship Consultant I position is now open for candidates interested in the Bank Jobs sector. This role in Bellevue offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
