Small Business Consultant

Banner Corporation
United States
Workplace: OnsiteFull timeUSD 27.09 - 36.65 hourlyFunction: SalesExperience: 4+ yearsEducation: high_schoolSkills: ["Consultative sales","Communication","Client relationship building","Cross-selling","Referral management"]

Provide consultative sales and service at branch locations by educating clients on bank products, including digital banking capabilities, and building a consumer and business lending pipeline. Use outbound calls, networking, and presentations to generate referrals and expand relationships. Recommend solutions, conduct client appointments, open and maintain accounts, support loan applications and documentation, process routine transactions, and help coach branch team members.

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Banner Corporation
Banner Corporation
1 day 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: 7 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide consultative sales and service at branch locations by educating clients on bank products, including digital banking capabilities, and building a consumer and business lending pipeline. Use outbound calls, networking, and presentations to generate referrals and expand relationships. Recommend solutions, conduct client appointments, open and maintain accounts, support loan applications and documentation, process routine transactions, and help coach branch team members.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Deliver exceptional client experiences through consultative sales and service at branch locations.
  • •Build awareness of bank products and services, including digital banking capabilities, and deepen consumer and business lending relationships.
  • •Generate referrals and new business via outbound calls, networking activities, and participation in banking presentations.
  • •Conduct scheduled and walk-in appointments to identify needs, recommend solutions, and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
  • •Open and maintain accounts, support branch lending by educating clients and completing loan applications and documentation, and process routine transactions accurately.

Pay and Benefits

Salary: USD 27.09 - 36.65 hourly
Perks:Health InsuranceDentalVisionLtdStdLife InsurancePaid LeaveSick TimePaid Holidays401kLearning Budget

Key Requirements

  • •High school diploma or GED (required).
  • •4 or more years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals (required).
  • •Advanced knowledge of retail banking products, systems, and procedures.
  • •Comfort working with complex account types such as Trusts, Powers of Attorney, Guardianships, and Court-Blocked accounts.
  • •Strong sales, cross-selling, networking, and referral management skills, with the ability to analyze credit and financial information to recommend client-focused solutions.
Experience:4+ yearsRetail bankingBankingConsumer lendingSmall business lending
Education:High School
Skills:Consultative salesCommunicationClient relationship buildingCross-sellingReferral management
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