Branch Banking: Small Business Growth Advisor

Banner Bank; Anacortes (WA); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k matching

Paid vacation and holidays

Tuition reimbursement

Job summary

Banner Bank is seeking a Small Business Consultant to deliver exceptional client experiences through consultative sales and personalized service at our branch locations. You will build trust, educate clients on products, and grow a lending pipeline while fostering long-term relationships and community engagement.

You will identify opportunities, conduct appointments, and coordinate with internal partners to provide thoughtful, client-focused solutions in a fast-paced, collaborative environment.

Qualifications

• High School Diploma or GED required.
• 4+ years of experience in banking or related sales with established performance goals.

Responsibilities

• Provide exceptional client experiences through consultative sales and service interactions at branch locations.
• Build awareness and understanding of bank products and services, including digital banking capabilities.
• Grow and maintain a consumer and business lending pipeline by deepening client and centerofinfluence relationships.
• Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business.
• Apply needbased sales techniques to expand, retain, and strengthen client relationships.
• Identify and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with current and prospective clients to educate, resolve issues, and build longterm loyalty.
• Conduct scheduled and walkin client appointments to identify needs and propose solutions.
• Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations.
• Support branch lending activities by educating clients, completing loan applications, and ensuring accurate documentation and booking.
• Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments, and balance cash drawers with precision.
• Support branch operations and contribute to the training, mentoring, and coaching of team members.

Skills

Client relationship management

Consultative sales

Networking

Referral management

Communication

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Job description

Banner Bank is seeking a Small Business Consultant to deliver exceptional client experiences through consultative sales and personalized service at our branch locations. You will build trust, educate clients on products, and grow a lending pipeline while fostering long-term relationships and community engagement.

You will identify opportunities, conduct appointments, and coordinate with internal partners to provide thoughtful, client-focused solutions in a fast-paced, collaborative environment.