Small Business Consultant

Posted 10 Days Ago
Be an Early Applicant
Riverside, CA, USA
In-Office
27-37 Hourly
Mid level
Financial Services
The Role
Provide consultative sales and personalized service at branch level to build business and consumer relationships, grow lending pipeline, generate referrals, open and maintain accounts, support loan applications and branch operations, and coach team members.
Summary Generated by Built In
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 play a vital role in creating exceptional client experiences at the branch level while helping clients reach their financial goals. This role combines consultative sales, personalized service, and community engagement to build lasting relationships and drive meaningful impact for both clients and the bank.

You’ll be a trusted advisor, educator, and advocate for clients while contributing to a collaborative, high‑performing branch environment.

In this role you’ll

  • 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.

What we’re looking for

  • You have a High School Diploma or GED (Required).
  • You bring 4 or more years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals (Required).
  • An equivalent combination of education and experience can be considered in lieu of a degree.

What helps you shine

  • 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.

Our Company Values

  • Do the right thing
  • Teamwork
  • Trust
  • Accountability

What Our Team Says

    “I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.” – Glassdoor review

Compensation & Benefits

  • Targeted starting salary range (based on experience): $27.09 – $36.65
  • Incentive potential
  • 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% company match
  • Tuition reimbursement

Review Banner's employee benefits 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 for a position as a result of an unsolicited agency or search firm referral.

Skills Required

  • High School Diploma or GED
  • 4 or more years of experience as a banker, client relationship consultant, or related sales role with established performance goals
  • Equivalent combination of education and experience may be considered in lieu of degree
  • Ability to open and maintain accounts in compliance with policies, procedures, and regulations
  • Ability to complete loan applications, ensure accurate documentation and booking
  • Experience with Microsoft Outlook and Word
  • Knowledge of retail banking products, complex account types, credit analysis, and cross-selling
  • Strong interpersonal, verbal, and written communication and sales skills

Banner Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Banner Bank and has not been reviewed or approved by Banner Bank.

  • Healthcare Strength Multiple medical plan options, dental (including adult orthodontia), and vision are offered alongside company‑paid life and AD&D, company‑paid short‑term disability, and an Employee Assistance Program. Access to a Wellness Coach and additional health resources broaden the support for physical and mental wellbeing.
  • Leave & Time Off Breadth The package includes generous vacation, paid sick leave, 11 paid holidays, paid parental leave, and 16 hours of paid community service annually. Corporate materials also outline flexible scheduling, personal‑leave hours for cultural or other needs, and gender‑neutral parental leave for birth and non‑birth parents.
  • Wellbeing & Lifestyle Benefits Tuition reimbursement, public transportation reimbursement, employee banking discounts, and service/recognition awards enhance overall value. Role‑dependent incentives and commissions, together with ongoing wellness coaching access, round out everyday benefits.

Banner Bank Insights

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The Company
HQ: Walla Walla, WA
2,852 Employees
Year Founded: 1890

What We Do

Banner Bank is proud to serve the West with comprehensive financial services. More than 130 years ago we started with core values that never go out of style: listen, learn and help people and businesses reach their goals. Today across Oregon, Washington, California and Idaho—we deliver a high level of individual service as a community bank, while also offering competitive products some might expect to find only at a nationwide financial institution. Member FDIC. Visit us for more information on the best banking solutions for your business.

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