Banner Bank · 15 hours ago
Small Business Consultant
North Bend, Oregon
Full-time
Onsite
Mid Level
$24/hr - $32.72/hr
4+ years expBanner Bank is a well-established financial institution recognized for its outstanding workplace culture and strong financial stability. The Small Business Consultant will play a vital role in assisting clients with financial decisions, providing personalized guidance, and fostering relationships to enhance community support.
BankingFinanceFinancial Services
Responsibilities
Act as a leader in delivering an exceptional client sales and service experience within the branch
Support branch operations while providing ongoing training, mentoring, and coaching to team members
Grow and maintain a strong consumer and business lending pipeline through relationship-building and referral development
Conduct outbound calls, networking activities, and assist in presenting banking solutions in the community
Consult with clients to identify needs and recommend bank products and services that deepen their financial relationship
Identify and facilitate referrals to areas such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services
Engage proactively with clients to educate, resolve issues, and maintain high levels of satisfaction and loyalty
Hold client appointments—scheduled and walk‑in—to understand needs and provide tailored solutions
Open new accounts, maintain existing accounts, process changes, and resolve account-related concerns
Ensure compliance with all policies, procedures, security standards, and regulations
Assist with branch lending activities by educating clients, completing applications, and preparing documentation
Process routine financial transactions, including deposits, withdrawals, check cashing, and loan payments
Balance your cash drawer accurately and consistently
Qualification
Required
You have a High School Diploma or GED (Required)
You have 4 or more years of banker, client relationship consultant, or related sales experience with established goals (Required). An equivalent combination of education and experience can be considered in lieu of a degree
Preferred
You bring advanced knowledge of retail banking products, policies, procedures, and systems
You understand complex account types such as Trust, Power of Attorney, Guardianship, and Court‑Blocked accounts
You can analyze client credit and financial information to identify needs and recommend solutions
You have functional knowledge of consumer and business lending best practices
You excel at selling, cross‑selling, and generating referrals through strong networking
You build trust quickly through exceptional client service, communication, and relationship‑building skills
You stay organized, multitask effectively, and adapt quickly to client or branch needs
You're comfortable using Microsoft Outlook, Word, and other business communication tools
You can lift and move objects up to 25 pounds as needed
Benefits
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
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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