B

Banner Bank

Offers personal, business banking and loans

Small Business Consultant

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeLake Oswego, OR, USA$27.09 - $36.65 /hr

About the Job

Requirements

  • A high school diploma is required; an equivalent combination of education and experience may be considered.
  • NMLS registration is required.
  • At least 4 years of banker, client relationship consultant, or related sales experience with established goals is required.
  • Advanced knowledge of retail product philosophy, policies, procedures, documentation, systems, and retail products and services is required, along with functional knowledge of complex accounts such as trusts, powers of attorney, guardianships, and court-blocked accounts.
  • Ability to analyze client credit data and related financial information to identify client needs and recommend solutions is required.
  • Effective selling, cross-selling, referral, and networking skills, including the ability to manage branch referrals, are required.
  • Client service, interpersonal, and relationship-building skills are required.
  • Effective verbal and written communication skills, including proper phone and email etiquette, are required.
  • Ability to multitask, adapt quickly to client or branch needs, and adjust priorities is required.
  • Ability to use computer software, including Microsoft Outlook, Microsoft Word, and related business and communication tools, is required.

Responsibilities

  • Provide an exceptional client sales and service experience at branch locations and assist with branch operations, including ongoing training, mentoring, and coaching of team members.
  • Grow and maintain a consumer and business lending pipeline by building client and center-of-influence relationships, sourcing referrals, making outbound calls, networking, and participating in banking presentations.
  • Consult with clients about bank products and services to attract, expand, and retain relationships, using needs-based sales techniques and facilitating referrals to other business lines, including Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
  • Communicate proactively with current and prospective clients to educate them, resolve issues, build client loyalty, and solicit feedback; hold scheduled and walk-in appointments to identify and meet client needs.
  • Open new accounts, verify and process changes to existing accounts, respond to inquiries, resolve account problems, and comply with policies, procedures, security requirements, and government regulations.
  • Assist with branch lending processes by educating clients on lending options, completing loan applications and documentation, answering client questions, and booking loans.
  • Process routine financial transactions, including check cashing, withdrawals, deposits, and loan payments, and balance the cash drawer accurately.
  • Travel up to 10%.

About the Company

Banner Bank

Offers personal, business banking and loans

Banner Bank provides a full range of banking and financial services to individuals, small and mid-sized businesses, and larger enterprises across Washington, Oregon, California, and Idaho. It operates through 200+ locations and offers checking and savings accounts, loans, mortgages, and investment services. Its products work by taking customer deposits to fund loans, generate interest income, and offer investment guidance, with a focus on local decision-making and personalized service. The company differentiates itself through a long-standing regional presence, emphasis on quality and community involvement, and recognition for financial strength (such as Forbes’ 100 Best Banks in America and a five-star Bauer Financial rating). Banner Bank aims to provide high-quality financial services while strengthening communities and delivering tailored solutions to meet each client’s needs.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Walla Walla, WA
Founded
1890

Recently Posted Jobs

Explore more opportunities at Banner Bank

See more jobs