Small Business Consultant

Banner Corporation
United States
Workplace: OnsiteFull timeUSD 27.09 - 36.65 hourlyFunction: SalesExperience: 4+ yearsEducation: high_schoolSkills: ["Client service","Interpersonal skills","Relationship building","Communication skills","Multitasking"]

Provide an exceptional client sales and service experience at branch locations by managing and growing a consumer/business lending referral pipeline. Conduct outbound calls and networking, present banking products, consult clients on solutions, and handle referrals across lending and treasury partners. Open and maintain client accounts, process routine transactions, support branch lending activities, and resolve client inquiries while following policies, security requirements, and regulations.

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FursaFursa
Banner Corporation
Banner Corporation
5 days ago

Small Business Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Provide an exceptional client sales and service experience at branch locations by managing and growing a consumer/business lending referral pipeline. Conduct outbound calls and networking, present banking products, consult clients on solutions, and handle referrals across lending and treasury partners. Open and maintain client accounts, process routine transactions, support branch lending activities, and resolve client inquiries while following policies, security requirements, and regulations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide exceptional client sales and service experience at branch locations while assisting with branch operations.
  • •Grow and maintain a consumer/business lending pipeline by deepening relationships, sourcing referrals, and conducting outbound calls and networking.
  • •Consult with clients on bank products and services to attract, expand, and retain relationships, including cross-selling and referral facilitation.
  • •Communicate with current and prospective clients to educate, resolve issues, and maintain loyalty, including booking and holding client appointments.
  • •Open new accounts and assist with branch lending processes by accepting applications, completing loan documentation, and processing routine financial transactions accurately.
Travel: Low travel

Pay and Benefits

Salary: USD 27.09 - 36.65 hourly
Perks:MedicalDentalVisionLife Insurance401kLearning BudgetPaid Leave

Key Requirements

  • •H.S. Diploma is required (an equivalent combination of education and experience may be considered).
  • •NMLS Registration is required.
  • •4 or more 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 retail products and services.
  • •Ability to analyze client credit data and other financial information to identify client needs and recommend solutions, with effective selling and referral skills.
Experience:4+ years
Education:High School
Skills:Client serviceInterpersonal skillsRelationship buildingCommunication skillsMultitasking
Certifications:NMLS
Tech Stack:Microsoft OutlookMicrosoft Word

Company Brief

Banner Corporation
Regional bank holding company providing personal and business banking, lending, wealth management, and treasury services through Banner Bank branches across the western United States. Serves individuals, small businesses, and commercial clients.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Walla Walla, United States
Founded: 1890
WebsiteLinkedIn