Job details

Financial Consultant

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

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What You Should Know About Financial Consultant, Banner Bank

Are you ready to dive into the world of finance and make a real difference in people's lives? As a Financial Consultant at Banner Bank in Lake Stevens, WA, your mission is to elevate customer experience while managing transactions accurately and efficiently. You’ll be the friendly face at various retail branch locations, ensuring every client leaves with a smile, whether they're making a deposit or opening a new account. Your role also includes promoting bank products and services tailored to their needs, allowing you to assist clients in making informed decisions about their finances. A journey through branches each day means you’ll always be on the go, meeting new people and embracing the vibrant community atmosphere. To excel in this position, you should have a background in banking, with at least a year of teller experience under your belt, alongside a knack for sales. We're looking for those with stellar communication skills who can forge strong relationships, coupled with basic math competencies. If you’re excited about helping others succeed while also achieving your professional goals, you're in the right place! At Banner Bank, not only do we offer a competitive hourly wage along with additional incentive opportunities, but we also believe in supporting our employees through benefits like medical, dental, and vision coverage, plus a robust 401k plan. Join us, and let's create a diverse and inclusive environment while we transform financial futures together!

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

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

As a Financial Consultant at Banner Bank, you will be responsible for providing exceptional customer service at various retail branch locations. This includes handling transactions accurately, promoting bank products and services, and ensuring an enjoyable experience for every client. Your role emphasizes effective communication to assist clients in making informed financial decisions.