Small Business Consultant

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.

With more than $16 billion in assets and 135 branch 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.

As a Small Business Consultant
, you'll play a key role in creating outstanding client experiences while supporting a full range of branch sales and service activities. You'll help clients understand our products, navigate their financial needs, and feel confident in their relationship with the bank. This is a dynamic role where every day brings opportunities to learn, grow, and make a meaningful impact.

• Act as a leader in delivering an exceptional client service and sales experience within the branch.
• Support branch operations while helping train, mentor, and coach team members.
• Grow and maintain a consumer and business lending pipeline through deep client relationships and ongoing referral development.
• Conduct outbound calls, participate in networking activities, and support banking presentations.
• Consult with clients to identify needs and recommend products and services that strengthen their banking relationship.
• Recognize and coordinate referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Engage proactively with current and prospective clients to educate, resolve issues, gather feedback, and build long‑term loyalty.
• Hold scheduled and walk‑in client appointments to assess needs and provide solutions.
• Open new accounts, process account updates, answer inquiries, and resolve account issues while ensuring regulatory and policy compliance.
• Assist in the lending process by educating clients, completing loan applications, and preparing required documentation.
• Process routine financial transactions and balance your cash drawer with accuracy.

• You have a High School Diploma or GED (Required).
• You have 4+ years of banker, client relationship consultant, or related sales experience with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

• You bring advanced knowledge of retail banking products, policies, systems, and documentation.
• You are comfortable working with complex account types, including trust, guardianship, and power of attorney accounts.
• You can analyze credit data and financial information to identify client needs and recommend lending solutions.
• You have strong sales, cross‑selling, networking, and referral management skills.
• You excel at building relationships and delivering exceptional client service.
• You communicate clearly and professionally, both verbally and in writing.
• You multitask effectively and adapt quickly to shifting client or branch needs.
• You are confident using tools such as Microsoft Outlook, Word, and other business software.

• Up to 10%.

• Do the right thing
• Mutual respect
• Teamwork
• Honesty and integrity

• "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review

• Targeted starting salary range (based on experience): $22.32-$32.08/hourly
• Annual incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement

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