Banner Bank
Small Business Consultant- Point Loma
Banner Bank, San Diego, California, United States, 92189
Overview
Join to apply for the
Small Business Consultant- Point Loma
role at
Banner Bank . 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. Position Summary
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. You will consult with clients to educate them on bank products and services, including digital banking capabilities. You will process a variety of routine financial transactions accurately and efficiently, open and maintain client accounts, address client requests, inquiries and complaints promptly, and assist in branch lending processes by accepting applications, answering client questions, and booking loans. Responsibilities
Act as a leader in delivering an exceptional client sales and service experience at branch locations. Support branch operations and contribute to ongoing training, mentoring, and coaching of team members. Grow and maintain a consumer/business lending pipeline by deepening client and center of influence relationships to source referrals. Independently conduct outbound calls and networking activities, and participate in banking presentations. Consult with clients on bank products and services to attract, expand, and retain client relationships. Apply need-based sales techniques to enhance client awareness of products and services and facilitate referrals 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 client loyalty, and solicit feedback to improve performance. Schedule client appointments and handle walk-in needs to identify and meet client requirements. Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve related account problems to ensure client satisfaction. Comply with policies, procedures, security requirements, and government regulations. Assist in branch lending processes; educate clients regarding lending options, complete loan applications and documentation. Process routine financial transactions (e.g., check cashing, withdrawals, deposits, loan payments); balance cash drawer and count currency accurately. Education & Certifications
H.S. Diploma: required (an equivalent combination of education and experience may be considered) NMLS Registration required Experience
4+ 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 (e.g., Trust, Power of Attorney, Guardianship, Court-Blocked, etc.). Ability to analyze client credit data and other financial information to identify needs and recommend solutions. Functional knowledge of consumer and business lending best practices. Effective selling, cross-selling and referral skills; demonstrated networking ability and capability to manage branch referrals. Proven client service, interpersonal, and relationship-building skills with strong verbal and written communication; proper phone and email etiquette. Strong multi-tasking ability; flexible and able to adapt to client or branch needs and shifting priorities. Proficiency with computer software including Microsoft Outlook, Word, and related tools. Travel
10% Compensation And Benefits
Targeted starting salary range (based on experience): $27.09-36.00 hourly Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life insurance Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings . Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired as a result of an unsolicited agency or search firm referral.
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Join to apply for the
Small Business Consultant- Point Loma
role at
Banner Bank . 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. Position Summary
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. You will consult with clients to educate them on bank products and services, including digital banking capabilities. You will process a variety of routine financial transactions accurately and efficiently, open and maintain client accounts, address client requests, inquiries and complaints promptly, and assist in branch lending processes by accepting applications, answering client questions, and booking loans. Responsibilities
Act as a leader in delivering an exceptional client sales and service experience at branch locations. Support branch operations and contribute to ongoing training, mentoring, and coaching of team members. Grow and maintain a consumer/business lending pipeline by deepening client and center of influence relationships to source referrals. Independently conduct outbound calls and networking activities, and participate in banking presentations. Consult with clients on bank products and services to attract, expand, and retain client relationships. Apply need-based sales techniques to enhance client awareness of products and services and facilitate referrals 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 client loyalty, and solicit feedback to improve performance. Schedule client appointments and handle walk-in needs to identify and meet client requirements. Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve related account problems to ensure client satisfaction. Comply with policies, procedures, security requirements, and government regulations. Assist in branch lending processes; educate clients regarding lending options, complete loan applications and documentation. Process routine financial transactions (e.g., check cashing, withdrawals, deposits, loan payments); balance cash drawer and count currency accurately. Education & Certifications
H.S. Diploma: required (an equivalent combination of education and experience may be considered) NMLS Registration required Experience
4+ 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 (e.g., Trust, Power of Attorney, Guardianship, Court-Blocked, etc.). Ability to analyze client credit data and other financial information to identify needs and recommend solutions. Functional knowledge of consumer and business lending best practices. Effective selling, cross-selling and referral skills; demonstrated networking ability and capability to manage branch referrals. Proven client service, interpersonal, and relationship-building skills with strong verbal and written communication; proper phone and email etiquette. Strong multi-tasking ability; flexible and able to adapt to client or branch needs and shifting priorities. Proficiency with computer software including Microsoft Outlook, Word, and related tools. Travel
10% Compensation And Benefits
Targeted starting salary range (based on experience): $27.09-36.00 hourly Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life insurance Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings . Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired as a result of an unsolicited agency or search firm referral.
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