4h ago
Client Relationship Consultant
Pleasant Hill, Oregon
$39.5k-$51k / year
full-timebanking
🛠 Tech Stack
💼 About This Role
You'll be the welcoming face of our branch and a trusted partner for clients, helping them navigate their financial lives while supporting strong relationships. You'll process transactions, consult on products, and identify opportunities to expand relationships through referrals. Every interaction is a chance to create a positive impact.
🎯 What You'll Do
- Process routine financial transactions accurately and efficiently.
- Consult with clients to identify needs and introduce products.
- Identify opportunities and make referrals to partners.
- Open and maintain accounts while ensuring compliance.
📋 Requirements
- High School Diploma or GED (Required).
- Entry-level experience in teller, banking, or sales roles (Required).
✨ Nice to Have
- Strong communication and interpersonal skills.
- Confidence discussing banking products and services.
- Basic understanding of retail banking products and systems.
🎁 Benefits & Perks
- 💰 Annual incentive potential based on performance.
- 🏥 Medical, dental, vision, LTD, STD and life insurance.
- 🏖️ Paid vacation, sick time, and 11 holidays.
- 💼 401k with up to 4% match.
- 📚 Tuition reimbursement.
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