Job details

Financial Consultant - job 1 of 2

Job Summary of Financial Consultant:As a Financial Consultant at Banner Bank, your primary responsibility is to provide support as a teller/banker at various retail branch locations within a specified region. You should strive to create an enjoyable experience for every client while ensuring that their transactions are processed accurately and promptly. Additionally, you should suggest and promote bank products and services that may be of interest to clients. This position requires you to travel between branches daily.Qualification of Financial Consultant:Excellent communication and customer service skills are also important for bankers, as they need to work closely with clients, answer questions, and help clients make informed financial decisions:• To be eligible for the role, candidates must have at least one year of teller experience combined with expertise in sales and proven success in achieving established objectives• Astuteness in managing and structuring responsibilities, combined with rudimentary proficiencies in mathematics, negotiation, and analytical reasoning• The ability to communicate effectively through verbal and written means is necessary to succeed in any workplace• Excellent abilities in establishing rapport and building strong relationships; exceptional talent in meeting and exceeding customer expectationsRequirements of Financial Consultant:• Provide your information through a user-friendly application and answer a few basic questions• Answer some questions to shed light on your work style• Ask for a phone screening with the relevant recruitment or HR personnel• Plan for a one-on-one interview session with the team manager and other important members of the team• Receive an offer that is tailored to your professional aspirations and Banner's values• Take the First Step Towards Your Dream Career by Passing a Background CheckBenefits of Financial Consultant:• Based on experience, employees can earn an hourly wage of $18.00 to $19.00 for this position. An extra premium of $1.50 can be added to their base salary• Incentive potential• A holistic range of employee benefits are available, such as medical, dental, vision, long-term disability, short-term disability and life• Paid holiday leave, sick leave, and vacation time are included in the benefits provided by the company to its employees• The 401k retirement savings plan is open to all qualifying employees, and the employer will match up to 4% of the contribution• The company's tuition reimbursement plan enables eligible employees to receive up to $5,250 per yearIt's crucial to review Banner Bank's Privacy Consent notice before proceeding with your online application.We welcome all qualified applicants to join our team and be a part of our mission to provide exceptional service to our customers. We believe that when we have a diverse and inclusive workplace, we can better understand and meet the diverse needs of our customers and communities.

Banner Bank Glassdoor Company Review

3.8

Banner Bank DE&I Review

No rating

CEO of Banner Bank

Mark J. Grescovich

Approve of CEO

Average salary estimate

$38480 / YEARLY (est.)

min

max

$37440K

$39520K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Consultant, Banner Bank

As a Financial Consultant at Banner Bank in Tacoma, WA, you will dive into a dynamic role where your main mission is to deliver exceptional customer service while supporting branch operations. You'll navigate through various retail locations, ensuring that every client feels valued during their banking experience. This isn't just about processing transactions – it's about making connections and understanding your clients' financial needs. With your excellent communication skills and knack for relationship-building, you'll have the chance to suggest bank products and services that truly benefit your clients. The position does involve some travel between branches, giving you the opportunity to meet diverse clients and help them make informed financial decisions. To qualify, you’ll need at least one year of teller experience coupled with a solid sales background, showcasing your ability to achieve objectives successfully. We’re all about teamwork and inclusivity here at Banner Bank, and contributing to our energetic workplace means you'll need to engage with customers authentically and with enthusiasm. Plus, your efforts won't go unnoticed – enjoy competitive pay, performance incentives, and an array of benefits that support your well-being and professional growth. So if you're ready to step into a role where you can really make a difference, apply to be a Financial Consultant at Banner Bank today!

Frequently Asked Questions (FAQs) for Financial Consultant Role at Banner Bank

What are the main responsibilities of a Financial Consultant at Banner Bank?

As a Financial Consultant at Banner Bank, your primary responsibilities include managing transactions at various retail branch locations, promoting bank products, and ensuring each client has a positive banking experience. You'll handle teller duties while also using your sales skills to suggest services that meet clients' financial needs.