Banner Bank · 1 month ago
Small Business Consultant
Redmond, Washington
Full-time
Onsite
Mid Level
$27.09/hr - $36/hr
4+ years expBanner Bank is a well-established financial institution recognized for its outstanding workplace culture and commitment to community service. As a Small Business Consultant, you will provide exceptional client experiences while engaging in sales and service activities at branch locations, assist with client account management, and facilitate lending processes.
BankingFinanceFinancial Services
Responsibilities
Provide an exceptional client experience while engaging in a broad range of sales and service activities at branch locations
Consult with clients to facilitate client awareness and education of bank products and services, including digital banking capabilities
Process a variety of routine financial transactions accurately and efficiently
Open and maintenance client accounts and address client requests, inquiries and complaints promptly and efficiently
Assist in branch lending processes by accepting applications, answering client questions, and booking loans
Act as a leader in providing an exceptional client sales and service experience at branch locations
Assists with the operations of the branch along with the on-going training, mentoring, and coaching of team members
Grow and maintains a consumer/business lending pipeline by deepening client and center of influence relationships to continuously source referrals
Independently conducts outbound calls and networking activities, participates in delivering banking presentations
Consult with clients on bank products and services to attract, expand, and retain client relationships
Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank
Recognizes and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services)
Communicate proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance
Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs
Open new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction
Responsible for complying with policies, procedures, security requirements, and government regulations
Assist in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation
May process a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments
Balances cash drawer, counting currency and coin accurately
Qualification
Required
H.S. Diploma: required (an equivalent combination of education and experience may be considered)
NMLS Registration required
4 or more years of banker/client relationship consultant or related sales experience with established goals required
Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough knowledge of all retail products and services
Functional knowledge of complex accounts. (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.)
Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions
Possess effective selling, cross selling and referral skills
Demonstrated networking skill and ability to manage branch referrals
Proven client service, interpersonal, and relationship building skills
Possess effective verbal and written communication skills; proper phone and email etiquette required
Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities
Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools
Benefits
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Company
Banner Bank
We are proud to provide you with the most comprehensive financial services in the Pacific Northwest
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Grescovich
President and Chief Executive Officer of Banner Corporation and Banner Bank. Also a Director
James Costa
EVP Chief Operating Officer (COO)
Recent News
2025-10-17
2025-10-17
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