Client Relationship Consultant II Balboa - Clairemont Branch

Company: Banner Bank
Location: San Diego
Posted on: February 19, 2026

Job Description:

Job Description 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): $22 - $30 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.

Keywords: Banner Bank, Carlsbad , Client Relationship Consultant II Balboa - Clairemont Branch, Accounting, Auditing , San Diego, California