Assistant Branch Financial Advisor

About Company:

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

Job Summary of Assistant Branch Financial Advisor:

In your capacity as an Assistant Branch Financial Advisor, you will take charge of the branch's daily operations, provide guidance and training to teller staff, and collaborate with the Branch Manager to establish a sales-oriented work culture. Your primary objective is to support clients in attaining their financial objectives by actively suggesting and endorsing bank services and products, as well as referring them to other bank experts when necessary. Moreover, in the Branch Manager's absence, you will assume full managerial responsibilities.

Responsibilities of Assistant Branch Financial Advisor:

• Oversee processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments.
• Responsible for acting as a leader in sales, operations, and client service. Manage the operations of the branch along with the training, mentoring, and coaching of the teller team.
• Assist with operational tasks and ensure they are completed on time. Adhere to policy and procedures to minimize risk and achieve satisfactory internal audit results.
• Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions using the Banner Way process and tools.
• Responsible for presenting tailored solutions that meet the client’s specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts.
• Develop and maintain in-depth knowledge of all operational processes and requirements; meets compliance standards.
• Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations.

Requirements of Assistant Branch Financial Advisor:

• A high school diploma or a similar level of education is a must
• NMLS registration preferred
• Retail banking experience totaling four years or more is mandatory
• 0 to 2 years of experience in a supervisory/management role leading a project, process or team Required
• In-depth expertise in retail product ideology, regulations, protocols, paperwork, and technology. Broad knowledge encompassing various retail offerings and solutions. Proven aptitude in handling advanced accounts, consumer needs, and QuickStep loan processes.
• Proven capability in client satisfaction, interpersonal interactions, and relationship establishment. Skilled in clear verbal and written communication, maintaining professionalism in phone conversations, and adhering to email etiquette protocols.
• Embrace the skills required for successful selling, upselling tactics, and generating referrals from satisfied clients.
• Have a strong grasp of mathematical concepts, problem-solving techniques, and conflict resolution strategies.
• Ability to analyze client credit data in conjunction with other pertinent financial information.
• Experience dealing directly with customers to sell financial services.
• Travel upto 20%

Benefits of Assistant Branch Financial Advisor:

• Base hourly pay scale at the outset, reflective of past experience
• Varied employee benefits package encompassing medical, dental, vision, long-term disability, short-term disability, and life insurance perks
• Workers are compensated for vacation time, sick leave, and 11 paid holidays designated by the company
• The 401k option comes with a company match of up to 4%
• Tuition reimbursement

At Banner Bank, diversity is valued in the workplace, and all eligible candidates will be considered for employment without bias towards attributes like color, citizenship status, marital status, disability, or veteran status.

Banner Bank clearly states that it does not accept unsolicited resumes from agencies or search firms regarding any active job listings on this platform. Resumes provided to a Banner Bank staff member by an external agency without a proper written search agreement will be the exclusive possession of Banner Bank. No fees will be paid if a candidate is employed due to an unsolicited referral from an agency or search firm.