7,179 Small Business jobs in the United States

Student Assistant Small Business Development Center

67251 Witchita, Kansas Wichita State University

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Job Description

Department

Kansas Small Business Development Center

Campus Location

Wichita, KS - WSU Metroplex

Hire Type

Part Time

Pay

$15-$17 an hour

Work Schedule

Dependent upon department schedules

Export Compliance Requirement

No export control requirement.

Job Story

Students will help with the operations of the department including conducting research, interacting with clients and development documents, reports and collateral.

Job Summary

A student assistant will carry out administrative and technical tasks requested by a supervisor. Depending on the area the student assistant is employed in, they may assist and mentor other students or provide support throughout the campus in various forms.

Job Duties

Research to support clients

Utilization of AI to find ways to assist the clients and business

Required Education

High School diploma or equivalent. Enrolled in a minimum of 6 credit hours at Wichita State University.

Required Experience

This is specific to each position and department. See additional requirements and preferences.

Physical Requirements

Ability to remain in a stationary position. Ability to operate a computer and other office equipment including but not limited to phone, printers, copiers, and calculators. Ability to communicate with others and accurately exchange information.
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Small Business Banker

32802 Orlando, Florida City National Bank of Florida

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Job Description

Small Business Banker at City National Bank of Florida summary:

A Small Business Banker provides financial solutions to small businesses with revenues up to $5 million by promoting and selling banking products and services, managing client relationships, and meeting sales goals. Responsibilities include analyzing financial conditions, supporting loan processes, ensuring compliance with banking regulations, and maintaining operational integrity. The role requires strong credit experience, portfolio management, relationship building, and collaboration with internal partners to grow and retain client accounts.

Overview:

Serves small businesses with annual revenues up to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Market Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash handling. Accurately processes transactions, adheres to strict security measures balancing procedures. May provide loan support functions in certain offices.

Principal Duties & Responsibilities:

  • Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.

  • Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success.

  • Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate.

  • Acts as the face of the Bank in the community and takes appropriate leadership roles as available.

  • Responsible for growing the profitability of the small business client base.

  • Develops deposit and loan relationships.

  • Prospects and acquires new priority small businesses.

  • Retains and deepens existing relationships.

  • Responsible for new acquisition activities.

  • Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs.

  • Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.

  • Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.

  • Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.

  • Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.

  • Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.

  • Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.

  • Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.

  • Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.

  • Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those rends into business opportunities.

  • Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.

  • Completes all necessary G/L tickets and balances accurately.

  • Ensures that reports required by Senior Management are accurate and completed on time.

  • Responsible for opening and closing the banking center.

  • In conjunction with Lending staff or within own scope of authority interviews prospective loan applicants. Collects all pertinent customer supplied documents to support the credit decision process

  • Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with customer as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations.

Operational Risk:

  • Maintains compliance with Federal and State regulations as well as bank policies and procedures.
  • Ensure compliance and completion of necessary compliance related training.
  • Impact the operational and risk activities and related results for this role within the Banking Center.
  • Adhere to all Banking Center Risk Assessment and Compliance Standards (this includes Global Radar).
  • Control and mitigate losses by following policies and procedures.
  • Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status.
Qualifications:
  • 2-4 years of recent banking experience as a Small Business Banker I or in a comparable role.
  • Solid credit experience required, including prior responsibilities in loan structuring and credit analysis.
  • Ability to manage a portfolio of 250 Clients.

  • Demonstrated ability to source new business from existing clients – including growing deposits within client portfolio (including SBA loans).

  • Demonstrated ability to source and close commercial credit opportunities.

  • Consistently achieves relationship banking activities including weekly call goal.

  • Demonstrated ability to collaborate with partners (TMO, Mortgage Bankers, Wealth Management).

  • Ability to work on a pre-screen independently.

  • Ability to complete a cash flow independently.

  • Excellent verbal and written communication skills.

Education:
  • Bachelor's Degree in in Business, Finance or Economics.
Special information to candidates:
  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  • Please view Equal Employment Opportunity Posters provided by OFCCPhere.
  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
  • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .

Keywords:

small business banking, loan underwriting, credit analysis, client relationship management, financial solutions, deposit growth, account servicing, risk compliance, portfolio management, sales and marketing

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Small Business Consultant

97062 Tualatin, Oregon Banner Bank

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Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
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Small Business Consultant

97013 Canby, Oregon Banner Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
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Small Business Consultant

Oregon, Oregon Banner Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
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Small Business Consultant

Oregon, Oregon Banner Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
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Small Business Consultant

97267 Banner Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
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Small Business Consultant

97226 Raleigh Hills, Oregon Banner Bank

Posted today

Job Viewed

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Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
View Now

Small Business Consultant

Banner Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
View Now

Small Business Consultant

97015 Portland, Oregon Banner Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

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 recentlyGreat 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 theBest 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 aSmall 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 will 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 maintain 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. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize 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. Hold 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+ 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.)
  • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
  • Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
  • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
  • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
  • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Travel
  • 10%
Compensation and Benefits
  • Targeted starting hourly range (based on experience): $1.00- 28.00
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement up to 5,250 annually(minimum service requirement)
  • Get more information at:Employee Benefits | Banner Bank
Please take time to reviewBanner Bank's Consent & Privacy noticebefore 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.
View Now
 

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