Small Business Consultant- Hastings Branch at Banner Bank

Spokane, Washington, 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+ 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 a consumer/business lending pipeline by deepening client and center of influence relationships, 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, answer questions, book loans, educate on options, complete applications and documentation
Process routine financial transactions (e.g., check cashing, withdrawals, deposits, loan payments)
Balance cash drawer, counting currency and coin accurately
Facilitate client awareness and education of bank products and services, including digital banking
Process routine financial transactions accurately and efficiently
Open and maintain client accounts; address requests, inquiries, and complaints promptly

Skills

Key technologies and capabilities for this role

client servicesalesfinancial transactionsaccount managementlendingloan applicationscustomer relationship managementnetworkingoutbound callsdigital bankingteam trainingmentoring

Questions & Answers

Common questions about this position

What is the employment type and pay structure for this Small Business Consultant role?

This is a full-time hourly position.

Is this Small Business Consultant position remote or office-based?

The role is based at the Hastings Branch and involves providing client experiences at branch locations.

What skills are required for the Small Business Consultant role?

Key skills include sales and service techniques, client relationship management, processing financial transactions, account opening and maintenance, assisting with lending processes, 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 position?

Strong candidates excel in client sales and service, building relationships, need-based sales techniques, networking, mentoring team members, and handling branch operations and lending processes.

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