Small Business Banking Advisor

Socket.dev; Hillsboro (OR); On-site; USD 56,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision

PTO & Holidays

401k match

Tuition reimbursement

Job summary

Banner Bank is seeking a Small Business Consultant to deliver exceptional client experiences at branch locations, blending consultative sales with personalized service and community involvement. You will educate clients on products, deepen relationships, and grow lending pipelines while coordinating with internal partners to provide thoughtful financial solutions.

The role emphasizes proactive communication, scheduled and walk‑in meetings, and adherence to regulatory procedures.

Qualifications

• You have advanced knowledge of retail banking products, systems, and procedures.
• You’re comfortable working with complex account types such as Trusts, Powers of Attorney, Guardianships, and Court‑Blocked accounts.
• You can analyze credit data and financial information to recommend thoughtful, client‑focused solutions.
• You bring strong sales, cross‑selling, networking, and referral management skills.
• You build trust easily through excellent interpersonal, verbal, and written communication.
• You thrive in a fast‑paced environment, balancing multiple priorities with flexibility and accuracy.
• You’re confident using Microsoft Outlook, Word, and related business and communication tools.

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 center‑of‑influence relationships.
• Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business.
• Apply need‑based 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 long‑term loyalty.
• Conduct scheduled and walk‑in client appointments to identify needs and recommend 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

Retail banking knowledge

Customer relationship

Cross-selling

Networking

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

CRM systems

Job description

Banner Bank is seeking a Small Business Consultant to deliver exceptional client experiences at branch locations, blending consultative sales with personalized service and community involvement. You will educate clients on products, deepen relationships, and grow lending pipelines while coordinating with internal partners to provide thoughtful financial solutions.

The role emphasizes proactive communication, scheduled and walk‑in meetings, and adherence to regulatory procedures.