Small Business Consultant

Company: Banner Bank
Location: San Diego
Posted on: June 8, 2026

Job Description:

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.
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'll 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 maintains 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. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognizes 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. Holds 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 or more 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. 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

• Up to 10%

• Compensation & Benefits

• Targeted starting salary range (based on experience): $27.09-$36.65 hourly
• 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% match)
• Tuition reimbursement
• Get more information at: Employee Benefits Banner Bank

Keywords: Banner Bank, Cypress , Small Business Consultant, Finance , San Diego, California