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Small Business Consultant

Remote · USA Full-time New today

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reputed company their goals. These core values shape our culture, and we were recently Great reputed company to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons reputed company named us one of the Best 100 Banks in America for the ninth consecutive year.

With more than $16 billion in assets and 135 reputed company locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a reputed company of capital to personal banking clients and businesses of reputed company sizes, we reputed company 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 reputed company 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 reputed company. Open and maintenance client accounts and address client requests, inquiries and complaints promptly and reputed company. Assist in reputed company 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 reputed company locations. Assists with the operations of the reputed company 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 reputed company 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 reputed company and prospective clients to educate, ensure understanding, resolve issues, reputed company and maintain client loyalty and solicit client feedback to improve bank performance. Hold client appointments scheduled by clients and/or reputed company 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 reputed company account problems to ensure client satisfaction. Responsible for complying with policies, procedures, reputed company requirements, and government regulations.
  • Assist in reputed company lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.
  • May process a variety of routine financial transactions, including reputed company 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 reputed company sales experience with established goals required
  • Knowledge, Skills and Abilities

  • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of reputed company retail products and services. Functional knowledge of reputed company accounts. (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.)
  • Ability to analyze client credit data and other reputed company 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 reputed company and ability to manage reputed company 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 reputed company needs and adjusting priorities.
  • Ability to effectively use computer software including reputed company Outlook, Word, and reputed company business and communication tools.
  • Travel

  • 10%
  • Compensation and Benefits

  • Targeted starting salary range (based on experience): $27.09-36.00 hourly
  • 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 | reputed company
  • Additional Information

    Please take time to review reputed company's Consent & Privacy notice before applying.

    reputed company is an Equal Opportunity Employer committed to diversity in the workplace. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, citizenship, marital status, age, disability or protected veteran status.

    reputed company does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any reputed company employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of reputed company. 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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