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Small Business Consultant

Banner Bank · Lake Oswego, Oregon

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

Prepare concise stories about diagnosing a messy workflow, interviewing stakeholders, comparing alternatives, and writing a clear recommendation. Expect questions on organizing problem data, observing work methods, and supporting implementation without derailing day-to-day operations.

Fit summary

Best fit for advisors who like structured analysis and client-facing recommendations in a bank setting, on site in Lake Oswego rather than remote.

Day in the role

As a Small Business Consultant at Bannerbank in Lake Oswego, a typical day centers on studying how small-business clients and internal units work: gathering facts, interviewing people on site, analyzing options, documenting findings, and recommending practical process or organizational changes, then checking in as those changes take hold.

FAQ from this listing

Is this role remote?

No. The job is listed for Lake Oswego, Oregon, with remote marked off.

What work does this title emphasize?

O*NET tasks stress gathering information, analyzing procedures, documenting findings, and recommending organizational or process changes.

What recent coverage mentions Banner Bank?

Items cover California Forbes recognition, earnings-call themes, a corporate responsibility report, and a parent acquisition of a Washington commercial bank.

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

O*NET source

Role overview (listing rewrite)

Small Business Consultant, Bannerbank, Lake Oswego, Oregon The Opportunity Join Bannerbank as a Small Business Consultant and contribute to our mission of supporting businesses and individuals in reaching their goals. Our culture is built on core values of listen, learn, and help, which have been at the heart of our operations for over 135 years. We are Great Place to Work Certified and Forbes has recognized us as one of the Best 100 Banks in America for nine consecutive years. Responsibilities Provide exceptional client experience through a broad range of sales and service activities at branch locations. Consult with clients to facilitate awareness and education on bank products and services, including digital banking capabilities. Process routine financial transactions accurately and efficiently. Open and maintain client accounts while addressing client requests, inquiries, and complaints promptly and efficiently. Assist in branch lending processes by accepting applications, answering questions, and booking loans. Qualifications Strong customer service skills with a focus on building relationships. Experience in sales or financial services is preferred but not required. Proficiency in Microsoft Office Suite and digital banking systems. A valid driver’s license and reliable transportation are necessary for occasional travel to branch locations. More About Bannerbank Bannerbank, with over $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, understands its role in the economy. We offer a source of capital for personal banking clients and businesses of all sizes while placing high importance on employee volunteerism and community engagement. Ready to Apply? To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

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Questions to ask them

Generated for personal interview prep · 2026-08-25 UTC · getajob.ai