Small Business Consultant at Banner Bank

Friday Harbor, Washington, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 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 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: accept applications, educate clients on options, complete loan applications and documentation, answer questions, and book loans
Process routine financial transactions (e.g., check cashing, withdrawals, deposits, loan payments) accurately and efficiently
Balance cash drawer, counting currency and coin accurately
Facilitate client awareness and education of bank products and services, including digital banking capabilities
Address client requests, inquiries, and complaints promptly and efficiently

Skills

Key technologies and capabilities for this role

salesclient servicefinancial transactionsaccount managementlendingloan applicationscustomer relationship managementnetworkingoutbound callsdigital bankingbranch operationsteam trainingmentoring

Questions & Answers

Common questions about this position

What is the employment type for the Small Business Consultant role?

The position is full-time and hourly.

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

This is not a remote position; it requires working at branch locations.

What are the key responsibilities or skills needed for this role?

Key responsibilities include consulting with clients on bank products, processing financial transactions, opening and maintaining accounts, assisting with lending processes, sales using need-based techniques, networking, and mentoring team members.

What is the company culture like at Banner Bank?

The company culture is shaped by core values of listen, learn, and help businesses and individuals reach their goals, and it is Great Place to Work Certified due to outstanding workplace culture and employee experience.

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

Strong candidates should excel in client sales and service, demonstrate leadership in branch operations and team mentoring, have skills in need-based sales techniques, networking, and building client relationships.

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