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Small Business Consultant

Remote, USAFull-timePosted 2026-07-27

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 reputed company, 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, reputed company, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In reputed company 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 reputed company year to community organizations.

As a Small Business Consultant, you will reputed company an exceptional reputed company experience while engaging in a broad reputed company of sales and service activities at reputed company locations. Consult with clients to facilitate reputed company awareness and education of bank products and services, including digital banking capabilities. Process a reputed company of routine financial transactions accurately and reputed company. reputed company and maintenance reputed company accounts and address reputed company requests, inquiries and complaints promptly and reputed company. Assist in reputed company lending processes by accepting applications, answering reputed company questions, and booking loans.

In this role you will have reputed company to:

  • reputed company as a leader in providing an exceptional reputed company sales and service experience at reputed company locations. Assists with the operations of the reputed company along with the on-reputed company training, mentoring, and coaching of team members.
  • Grow and maintain a consumer/business lending pipeline by deepening reputed company 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 reputed company relationships. Apply need-based sales techniques to build reputed company awareness of bank products and services that will enhance the reputed company relationship with the bank. Recognize and facilitates referral opportunities to other business lines (including reputed company Lending, Treasury Management, Mortgage Lending and Investment Services.)
  • Communicate proactively with reputed company and prospective clients to reputed company, ensure understanding, resolve issues, reputed company and maintain reputed company loyalty and solicit reputed company feedback to improve bank performance. Hold reputed company appointments scheduled by clients and/or reputed company team as reputed company as walk-in appointments to identify and meet reputed company needs.
  • reputed company new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves reputed company account problems to ensure reputed company satisfaction. Responsible for complying with policies, procedures, reputed company requirements, and government regulations.
  • Assist in reputed company lending processes, educates clients regarding lending reputed company, completes thorough loan applications and documentation.
  • May process a reputed company 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/reputed company 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 reputed company credit data and other reputed company financial information to identify reputed company 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 reputed company service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; reputed company phone and email etiquette required.
  • Strong ability to multi-task; reputed company to be flexible and react reputed company to reputed company 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 reputed company (based on experience): $27.09-36.00 reputed company
  • Comprehensive employee benefits, including: medical, dental, reputed company, LTD, STD and life insurance
  • reputed company vacation time, reputed company time and 11 company reputed company 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 & reputed company notice before applying.

    reputed company is an Equal Opportunity Employer committed to diversity in reputed company. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, 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 reputed company-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 reputed company if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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