Skip to content
Small Business Consultant
| Company | Banner Bank |
|---|
| Location | Escondido, CA, USA |
|---|
| Salary | $27.09 – $36 |
|---|
| Type | Full-Time |
|---|
| Degrees | |
|---|
| Experience Level | Mid Level, Senior |
|---|
Requirements
- H.S. Diploma: required (an equivalent combination of education and experience may be considered)
- NMLS Registration required
- 4 or more years of banker/client relationship consultant or related sales experience with established goals required
Responsibilities
- Act as a leader in providing an exceptional client sales and service experience at branch locations.
- Grow and maintains a consumer/business lending pipeline by deepening client and center of influence relationships to continuously source referrals.
- Consult with clients on bank products and services to attract, expand, and retain client relationships.
- 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.
- Open new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction.
- 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.
Preferred Qualifications
No preferred qualifications provided.
