Financial Leader

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 Financial Leader:

As a Financial Leader with Banner Bank you will manage the efficient daily operation of a branch office, including sales, operations, consumer/small business lending, high client service levels, security and safety in accordance with the Bank's objectives. Develop new deposit and loan business. Provide a superior level of client service and promotes the sales and service culture through coaching, guidance and staff motivation. Achieve individual and branch sales goals through new business sales, referrals, and account retention.

Responsibilities of Financial Leader:

• Accountable for delivering leadership, education, and supervision. Assign daily responsibilities to the Branch staff. Perform tasks in the absence of other Branch personnel.
• Responsible for reaching predetermined Bank and branch goals through dedicated participation in the Banner Way Sales Management and Sales Management Systems approaches.
• Collaborate with local partners to boost the Bank's visibility and open up avenues for both new and existing business opportunities.
• In charge of conducting regular observations and coaching sessions with the sales team in order to help drive new business. Facilitate Touch Bases, Huddles, and Skill builders with the sales team.
• Connect with prospects and clients via outbound calls to explore and understand their financial needs for the present and future.
• Monitor the promotion and sales of both Consumer and Business Credit cards, Account Analysis, and Treasury Management Services, alongside other financial products. Moreover, establish and assist with Merchant Services setup while resolving any outstanding Merchant Services matters.
• Propel the branch towards peak performance in Bank and Division Sales Drives, employing promotional initiatives to facilitate the expansion of core accounts.
• Entrusted with the responsibility of ensuring compliance with policies, procedures, security measures, and government regulations within the team.

Qualification of Financial Leader:

• Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
• 6 or more years of bank branch leadership and operations experience required
• 2 or more years of experience in a supervisory/management role leading a project, process or team required
• Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Considerable knowledge in all facets of the consumer lending process.
• Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
• Possess effective selling, cross selling and referral skills. Demonstrated success in sales and business development. Demonstrated ability to develop and manage income and expense budgets; proficiency in MS Word and Excel.
• Possess strong mathematical, analytical, problem solving, and negotiation skills. Ability to analyze client credit data and other related financial information.
• Demonstrate ability to train employees in client service, sales, operations, product knowledge, and consumer loans. In-depth knowledge of management and supervisory principles, policies, and legal requirements. Demonstrated leadership, team building, and management skills.
• Knowledge of state and federal laws and regulations related to banking.
• Travel up to 20%

Benefits of Financial Leader:

• Incentive potential.
• Diverse range of employee benefits, such as medical, dental, and vision care, alongside long-term disability insurance, short-term disability coverage, and life insurance policies.
• Paid vacation time along with sick leave and 11 company holidays with pay.
• Tuition reimbursement.

Banner Bank prioritizes diversity and is an Equal Opportunity Employer that values inclusivity in the workplace. The bank ensures that all candidates are treated fairly during the hiring process, regardless of their race, religion, gender, or age. Disability, veteran status, marital status, and citizenship are not grounds for bias in employment decisions at Banner Bank.

Banner Bank specifies that it does not accept unsolicited resumes from agencies or search firms for any job post. Resumes received from a third-party agency without a proper written agreement will be the responsibility of Banner Bank. No fee will be rewarded if a candidate is recruited through an unsolicited referral from an agency or search firm.