Small Business Consultant at Banner Bank

Grass Valley, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

H.S. Diploma required (or equivalent combination of education and experience)
NMLS Registration required
4 or more years of banker/client relationship consultant or related sales experience with established goals
Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough knowledge of all retail products and services
Functional knowledge of complex accounts (e.g., Trust, Power of Attorney, Guardianship, Court-Blocked)
Ability to analyze client credit data and other related information

Responsibilities

Provide exceptional client sales and service experience at branch locations
Assist with branch operations, including training, mentoring, and coaching team members
Grow and maintain consumer/business lending pipeline by deepening relationships and sourcing referrals
Conduct outbound calls, networking activities, and deliver banking presentations
Consult with clients on bank products and services using need-based sales techniques to attract, expand, and retain relationships
Recognize and facilitate referral opportunities to other business lines (e.g., Commercial Lending, Treasury Management, Mortgage Lending, Investment Services)
Communicate proactively with clients to educate, resolve issues, develop loyalty, solicit feedback, and improve bank performance
Hold client appointments (scheduled or walk-in) to identify and meet client needs
Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve account problems
Comply with policies, procedures, security requirements, and government regulations
Assist in branch lending processes: educate clients on options, complete loan applications and documentation, accept applications, answer questions, and book loans
Process routine financial transactions (e.g., check cashing, withdrawals, deposits, loan payments)
Balance cash drawer, counting currency and coin accurately

Skills

sales

client service

financial transactions

account management

lending

loan applications

digital banking

networking

referrals

outbound calls

team training

mentoring

coaching

Banner Bank

Provides banking services and financial products

About Banner Bank

Banner Bank provides a variety of financial services to individuals and businesses in the Western United States, including checking and savings accounts, loans, mortgages, and investment services. The bank operates over 200 locations across Washington, Oregon, California, and Idaho, managing assets of more than $12.6 billion. Its products work by offering tailored financial solutions and expert guidance to meet the specific needs of each client, ensuring personalized service. Unlike many competitors, Banner Bank emphasizes quality, teamwork, and community involvement, which has earned it accolades such as being named the Best Bank in the Pacific Region by Money Magazine and receiving a five-star rating from Bauer Financial for financial strength. The goal of Banner Bank is to provide exceptional financial services while fostering strong community ties and ensuring customer satisfaction.

Walla Walla, WashingtonHeadquarters

1890Year Founded

IPOCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Tuition Reimbursement

Risks

Increased competition from digital-only banks may erode market share.

Rising interest rates could decrease loan demand, affecting revenue.

Evolving cybersecurity threats pose risks to customer data security.

Differentiation

Banner Bank emphasizes community involvement and personalized customer service.

The bank has been recognized as one of America's Most Trustworthy Companies.

Banner Bank offers tailored financial solutions to meet diverse client needs.

Upsides

Banner Bank's focus on ESG practices attracts environmentally conscious customers.

The bank's strong community ties enhance customer loyalty and brand reputation.

Recognition as a trustworthy company boosts customer confidence and retention.

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