---
title: 'Client Relationship Consultant II at Banner Bank'
canonical: 'https://feeny.ai/job/client-relationship-consultant-ii-banner-bank-lake-oswego-h56x4a2cvzgx'
type: 'job'
last_seen: '2026-09-13'
---

# Client Relationship Consultant II at Banner Bank

- **Company:** Banner Bank
- **Location:** Lake Oswego, OR
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-11
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.lever.co/bannerbank/87b9a080-c956-463e-8290-f41495f9b533

## 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.

As a Client Relationship Consultant II, you’ll play a key role in supporting clients through meaningful financial conversations and exceptional service. You’ll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience.

In this role you'll

- 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.

## What we're looking for

- 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.

What helps you shine

- 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.

Our Company Values

- Do the right thing
- Mutual respect
- Honesty and integrity
- Accountability

What Our Team Says

- "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review

## Compensation & Benefits

- Targeted starting salary range (based on experience): $20 - $27
- 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

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.

## About Banner Bank

## Company Overview
- **One-liner**: Banner Bank is a full-service financial institution offering personal, business, commercial, and home loan solutions across the Western United States, built on a legacy of community-focused banking.
- **Entity Type**: Public (parent company Banner Corporation)
- **Headquarters**: Walla Walla, Washington, USA
- **Founded**: 1890
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Banking and financial services (retail, commercial, mortgage, wealth management)
- **Target customers**: Personal banking clients, small businesses (revenue up to $10M), commercial enterprises (revenue >$10M), homebuyers, and investors
- **Mission statement**: *“Banner Bank is a dynamic full-service financial institution, operating safely and profitably within a framework of shared integrity. Working as a team, we will deliver superior products and services to our valued clients. We will emphasize strong client relationships and a high level of community involvement. We will provide a culture which attracts, empowers, rewards and provides growth opportunities for employees. Our success will build long-term shareholder value.”* [bannerbank.com/about-us](https://www.bannerbank.com/about-us)

## Products & Services
- **Personal Banking**: Checking, savings & money market accounts, CDs & IRAs, debit cards, online & mobile banking.
- **Credit & Loans (Personal)**: Credit cards, personal loans, student loans, vehicle loans, home equity lines of credit, digital lending.
- **Business Banking** (revenue ≤$10M): Business checking & savings, merchant services, treasury management, business credit cards, equipment & term loans, SBA lending.
- **Commercial Banking** (revenue >$10M): Deposit accounts, international banking, treasury management, agriculture loans, commercial real estate financing, SBA lending.
- **Home Loans**: Construction/renovation loans, conventional, FHA & VA loans, first-time homebuyer programs, land & lot loans, manufactured home financing.
- **Wealth and Investments**: Investment management and advisory services.

## Market Standing
- **Valuation/Market Cap**: Not disclosed in provided sources (public company; assets exceed $16 billion)
- **Key Metric**: Total assets >$16 billion [bannerbank.com/about-us](https://www.bannerbank.com/about-us)
- **Notable Investors/Partners**: None listed; however, the bank is a publicly traded entity under Banner Corporation.
- **Growth Signals**:
  - Named one of Forbes’ 100 Best Banks in America for nine consecutive years.
  - Recognized by Newsweek as one of the Most Trustworthy Companies in America.
  - Bauer Financial has assigned its top five-star rating for more than 12 consecutive years.
  - Engaged with nearly 1,000 charitable causes in the past year, contributing nearly $2 million and thousands of volunteer hours.
  - Operates across four states (Washington, Idaho, Oregon, California) with a growing regional franchise.

## Competitive Advantages
- **Local decision-making**: Unlike larger national banks, Banner emphasizes local bankers who know their communities and can make decisions quickly.
- **Long-standing reputation**: Over 135 years of history in the West, building trust and deep community ties.
- **Financial strength**: Consistently high ratings from Bauer Financial and Forbes, indicating stability and sound management.
- **Community focus**: Strong commitment to giving back (food drives, charitable contributions) differentiates them from purely profit-driven institutions.

## Strategic Focus
- **Vision**: To be the best provider of financial services in the West.
- **Priorities**: Expand regional franchise, deepen client relationships through personalized service, invest in digital banking capabilities, and maintain a culture of integrity and teamwork.
- **Community involvement** remains a core pillar, with emphasis on shelter/housing, small business development, and employee volunteerism.

## Why Work Here
- **Culture**: Values of honesty, integrity, mutual respect, quality, trust, and teamwork are central. The bank states it “attracts, empowers, rewards and provides growth opportunities for employees.”
- **Work model**: Offers both on-site and hybrid roles across Washington, California, Oregon, Idaho, and Utah (e.g., Commercial Relationship Managers, Branch Managers, Loan Specialists) [jobs.lever.co/bannerbank](https://jobs.lever.co/bannerbank).
- **Community engagement**: Employees are encouraged to volunteer; the bank supports organizations where employees are active volunteers.
- **Recognition**: Being part of a Forbes and Newsweek award-winning institution adds to employer brand credibility.
- **Perks**: Not explicitly listed, but the bank’s “Dream Big Giveaway” (e.g., $100,000 prize) and fall food drives reflect a culture that values both fun and social responsibility.

## Sources
1. [Banner Bank Careers Page](https://www.bannerbank.com/about-us/careers)
2. [Banner Bank About Us (History, Mission, Values)](https://www.bannerbank.com/about-us)
3. [Banner Bank Current Career Opportunities (Lever)](https://jobs.lever.co/bannerbank)
4. [Banner Bank Homepage](https://www.bannerbank.com/)
5. [Banner Bank Career Opportunities Listing](https://www.bannerbank.com/about-us/careers/current-career-opportunities)

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