Small Business Consultant at Banner Bank

Walla Walla, Washington, United States

Apply Now

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+ 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

Responsibilities

Provide exceptional client experience through sales and service activities at branch locations
Consult with clients to facilitate awareness and education of bank products, services, and digital banking capabilities
Process routine financial transactions accurately and efficiently (e.g., check cashing, withdrawals, deposits, loan payments)
Open and maintain client accounts, address requests, inquiries, and complaints promptly
Assist in branch lending processes: accept applications, answer questions, book loans, educate on options, complete applications and documentation
Act as a leader in client sales and service, assist with branch operations, train, mentor, and coach team members
Grow and maintain consumer/business lending pipeline by deepening relationships, sourcing referrals, conducting outbound calls, networking, and delivering banking presentations
Apply need-based sales techniques to attract, expand, and retain client relationships; recognize and facilitate referrals to other business lines
Communicate proactively with clients to educate, resolve issues, develop loyalty, solicit feedback, and hold appointments (scheduled or walk-in)
Verify and process changes to existing accounts, respond to inquiries, resolve account problems
Comply with policies, procedures, security requirements, and government regulations
Balance cash drawer, counting currency and coin accurately

Skills

Key technologies and capabilities for this role

SalesCustomer ServiceDigital BankingFinancial TransactionsAccount ManagementLendingLoan ProcessingOutbound CallingNetworkingTeam TrainingMentoringCoaching

Questions & Answers

Common questions about this position

Is this position remote or does it require working in a branch?

This is an in-office role requiring work at branch locations throughout Washington, Oregon, Idaho, and California.

What is the salary or compensation for the Small Business Consultant role?

This information is not specified in the job description.

What key skills are needed for the Small Business Consultant position?

Key skills include client consultation and sales techniques, processing financial transactions accurately, account opening and maintenance, lending process assistance, and team training and mentoring.

What is the company culture like at Banner Bank?

Banner Bank emphasizes core values of listen, learn, and help, fostering an outstanding workplace culture that earned Great Place to Work Certification, with a focus on financial stability, community involvement, and employee volunteerism.

What makes a strong candidate for the Small Business Consultant role?

Strong candidates excel in client sales and service, building relationships through need-based sales techniques, networking, outbound calls, and mentoring team members while ensuring compliance with policies.

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