Small Business Consultant

Banner Bank • Liberty Lake, WA • 3h ago

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Small Business Consultant you will provide an exceptional client experience while engaging in a broad range of sales and service activities at branch locations. Consult with clients to facilitate client awareness and education of bank products and services, including digital banking capabilities. Process a variety of routine financial transactions accurately and efficiently. Open and maintenance client accounts and address client requests, inquiries and complaints promptly and efficiently. Assist in branch lending processes by accepting applications, answering client questions, and booking loans.
In this role you'll have the opportunity to:
Act as a leader in providing an exceptional client sales and service experience at branch locations. Assists with the operations of the branch along with the on-going training, mentoring, and coaching of team members.
Grow and maintains a consumer/business lending pipeline by deepening client and center of influence relationships to continuously source referrals. Independently conducts outbound calls and networking activities, participates in delivering banking presentations.
Consult with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognizes and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
Communicate proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
Open new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
Assist in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.
May process a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
Education & Certifications
H.S. Diploma: required (an equivalent combination of education and experience may be considered)
NMLS Registration required
Experience
4 or more years of banker/client relationship consultant or related sales experience with established goals required
Knowledge, Skills and Abilities
Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Functional knowledge of complex accounts. (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.)

Similar Jobs

Senior Fire Protection Project Manager/Engineer

McMillen Jacobs Associates • Spokane, WA • 1h ago

Management & Administrative

Design a career and build your future... Because it matters! Senior Fire Protection Project Manager/Engineer McMillen, Inc. is looking for a Senior Fire Protection Project Manager/Engineer who will oversee projects from...

1h ago

Go to Apply

Commercial Client Service Associate III

WASHINGTON TRUST BANK • Spokane, WA • 3h ago

Management & Administrative

DescriptionAs a Commercial Client Service Associate, you will partner with assigned Relationship Managers (RMs) within specific business units, to support the administration of client relationships and account servicing....

3h ago

Go to Apply

Outside Sales Consultant

ALSCO, INC • Spokane, WA • 11h ago

Management & Administrative

Description Classification: Non-Exempt Job Summary: As a Sales Consultant, you'll be the driving force behind the top-line growth of the branch you report into. In this position, you will report to a Regional Sales Manag...

11h ago

Go to Apply

WFS SSVF Program Manager

Goodwill Industries • Spokane, WA • 23h ago

Management & Administrative

Closes: 3/29/26 - Spokane, WA - Full-time/Non-exempt Wage: $33 - $35 p/h DOE Employment Benefits: [ https://discovergoodwill.org/benefits/ ]( https://discovergoodwill.org/benefits/){rel="nofollow "} NOTE: Please apply ea...

23h ago

Go to Apply

WFS SSVF Program Manager

Goodwill Industries of the Inland Northwest • Spokane, WA • 23h ago

Management & Administrative

This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2506736 Closes:3/29/26- Spokane, WA - Full-time/Non-exempt Wage:\$33 - \$35 p/h DOE Employment Benefits:[ http...

23h ago

Go to Apply

Customer Service Associate

Walgreens • Spokane, WA • 1d ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

1d ago

Go to Apply

Rehabilitation Field Consultant/ Office Supervisor - Coeur d'Alene

Idaho Division of Human Resources • Coeur D Alene, ID • 2d ago

Management & Administrative

The mission of the Idaho Industrial Commission is to fairly administer the Idaho Workers' Compensation Law SPECIAL NOTIFICATION: This non-classified position is exempt from classified state service and the rules of the D...

2d ago

Go to Apply

Account Consultant, Retina - Seattle, WA

AbbVie • Coeur D Alene, ID • 2d ago

Management & Administrative

Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable imp...

2d ago

Go to Apply

3rd Manager

Yoke's Foods, Inc. • Spokane, WA • 3d ago

Management & Administrative

3rd Manager Spokane Area, WA Wage: $26.50 Benefits: Employee Stock Ownership Plan (ESOP) - 100% Company paid DailyPay - Employee's option to work and get paid today 401K - Company matching up to 4% (if elected) Medical,...

3d ago

Go to Apply

Senior Supply Chain Program Manager RN BSN - Hybrid

Providence • Spokane, WA • 4d ago

Management & Administrative

Description Senior Supply Chain Program Manager - RN BSN Hybrid . Candidates residing within a reasonable commute of our locations in the posting locations are encouraged to apply. The Senior Program Manager provides str...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.