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","Verbal and written communication","Multi-tasking"]

Provide an exceptional client sales and service experience at branch locations by consulting small business customers on bank products and services, including digital banking. Grow and maintain a consumer/business lending referral pipeline through outbound calls, networking, and presentations. Process account requests and routine transactions, assist branch lending by completing loan applications and documentation, and ensure compliance with policies, security, and government regulations while resolving client issues promptly.

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FursaFursa
Banner Corporation
Banner Corporation
1 month ago

Small Business Consultant

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 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 consulting small business customers on bank products and services, including digital banking. Grow and maintain a consumer/business lending referral pipeline through outbound calls, networking, and presentations. Process account requests and routine transactions, assist branch lending by completing loan applications and documentation, and ensure compliance with policies, security, and government regulations while resolving client issues promptly.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Lead exceptional client sales and service experience at branch locations while supporting branch operations and training, mentoring, and coaching team members.
  • •Grow and maintain a consumer/business lending pipeline by deepening client relationships, conducting outbound calls and networking, and delivering banking presentations.
  • •Consult with clients on bank products and services to attract, expand, and retain relationships, using need-based sales techniques and facilitating referrals to other business lines.
  • •Communicate proactively with clients to educate them, resolve issues, solicit feedback, and schedule and conduct client appointments (including walk-ins).
  • •Open new accounts, verify and process account changes, resolve account problems, comply with policies and regulations, and assist in branch lending by accepting applications, educating clients, completing documentation, and booking loans.
Travel: Low travel

Pay and Benefits

Salary: USD 27.09 - 36.65 hourly
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid SickPaid Holidays

Key Requirements

  • •4 or more years of banker/client relationship consultant or related sales experience with established goals.
  • •H.S. Diploma (or an equivalent combination of education and experience).
  • •NMLS Registration required.
  • •Advanced knowledge of retail product philosophy, policies, procedures, documentation, and systems across retail products and services.
  • •Ability to analyze client credit data and other financial information to identify client needs and recommend solutions, using selling, cross-selling, and referral skills.
Experience:4+ years
Education:High School
Skills:Client serviceInterpersonal skillsRelationship buildingVerbal and written communicationMulti-tasking
Certifications:NMLS Registration
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