Small Business Consultant

Small Business Consultant

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 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.)