Banner Bank

Manager

• Provide leadership, organization, planning, and direction for a team of Commercial Relationship Managers and support staff.
• Drive business development efforts in the business market.
• Manage the largest and most complex credits, typically those requiring monitoring and control.
• Develop and direct the sales, marketing, public relations, and business development plan for the Commercial Banking Center.
• Monitor and control large and complex credits. Effectively lend to a wide range of industries and loan types.
• Generate commercial loans and deposits. Monitor all credits through periodic reviews and analysis.
• Develop and lead commercial lending team to build profitable relationships with business customers.
• Ensure staff provides exceptional customer service and proactively sells bank products based on customer needs.
• Responsible for creating a positive work environment, establishing high standards for work quality, and providing opportunities for career growth and job satisfaction in order to develop and retain a highly trained and motivated staff.
• Develop and manage income and expense budget for the Commercial Banking Center.
• Responsible for resolving customer issues with satisfactory results. Develop strong and effective working relationships outside of the team.
• Responsible for creating awareness of the bank and its services through community activity.
• Responsible for complying with, and ensure staff follows, policies, procedures, security requirements, and government regulations.

Commercial Banking Center Manager

Compliance

• Assist in designing and maintaining the Compliance Management System (CMS) to support risk management and regulatory compliance.
• Analyze emerging regulatory issues and assess their impact on bank operations.
• Conduct compliance testing and monitoring programs; prepare risk assessments and reports.
• Support UDAAP analysis and Artificial Intelligence-related compliance reviews.
• Review and approve marketing programs, ad copy, website content, and other materials for compliance.
• Evaluate new or revised regulations and recommend updates to policies and procedures.
• Serve as a compliance advisor to business partners and for new products, services, and initiatives.
• Participate in cross-functional committees and workgroups, including the Compliance Management Committee.
• Coordinate responses to customer complaints and analyze trends for systemic issues.
• Facilitate compliance training in partnership with the Talent Development team.
• Maintain thorough documentation of compliance activities and outcomes.
• Support audit and examination responses and track remediation efforts.
• Ensure compliance with internal policies, procedures, and applicable laws and regulations.

Senior Compliance Officer

Customer Support

• Maintain and enhance client relationships to assist in meeting organizational and operational objectives.
• Provide exceptional client service, training, and ongoing support of Treasury Management products and services.

Treasury Management Client Support Specialist

• Manage the efficient daily operation of a branch office, including sales, operations, consumer/small business lending, security and safety
• Develop new deposit and loan business and drive branch to perform at 100% during Bank and Division Sales Campaigns
• Provide a superior level of client service and promote the sales and service culture through coaching, guidance and staff motivation
• Provide leadership, training, supervision and delegate day-to-day operations to Branch personnel; perform duties in absence of other personnel
• Conduct observations, coaching sessions, Touch Bases, Huddles, and Skill builders with the sales team; perform outbound business calls on prospects and clients
• Oversee sales of Consumer and Business Credit cards, Account Analysis, Treasury Management Services, Merchant Services and handle related issues
• Partner in community activities to increase visibility and enhance new and existing business opportunities
• Ensure compliance with policies, procedures, security requirements, and government regulations

Branch Manager II

Consultant

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions that meet clients' financial needs or refer clients to other lines of business as appropriate

Client Relationship Consultant

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services and present tailored solutions
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Refer clients to other lines of business as appropriate

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions to meet clients' specific financial needs or refer clients to other lines of business

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts and present tailored financial solutions or refer clients to other lines of business

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions to meet clients' financial needs or refer clients to other lines of business as appropriate

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions that meet the client’s financial needs or refer clients to other lines of business

Client Relationship Consultant, Personal Banker

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts
• Assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions that meet the client’s specific financial needs or refer clients to other lines of business as appropriate

Client Relationship Consultant I

• Provide exceptional client service and engage in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions that meet client’s specific financial needs or refer clients to other lines of business as appropriate

Client Relationship Consultant II

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services and present tailored financial solutions
• Take applications for and book loans; perform account and client profile maintenance
• Respond to questions regarding client accounts and refer clients to other lines of business as appropriate
• Analyze client needs and make appropriate recommendations based on financial data

• Act as a leader in providing an exceptional client sales and service experience at branch locations; assist with branch operations and train, mentor, and coach team members
• Grow and maintain a consumer/business lending pipeline by deepening client and center of influence relationships; conduct outbound calls, networking activities, and deliver banking presentations
• Consult with clients on bank products and services to attract, expand, and retain client relationships; apply need-based sales techniques and facilitate referrals to other business lines
• Communicate proactively with current and prospective clients to educate, resolve issues, develop and maintain client loyalty, and solicit client feedback; hold scheduled and walk-in appointments to identify and meet client needs
• Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve related account problems; comply with policies, procedures, security requirements, and government regulations
• Assist in branch lending processes, educate clients regarding lending options, and complete thorough loan applications and documentation
• Process routine financial transactions, including check cashing, withdrawals, deposits, and loan payments; balance cash drawer accurately

Small Business Consultant

• Provide an exceptional client sales and service experience at branch locations; assist with branch operations and training, mentoring, and coaching team members
• Grow and maintain a consumer/business lending pipeline by deepening client and center-of-influence relationships; conduct outbound calls and networking; deliver banking presentations
• Consult with clients on bank products and services to attract, expand, and retain client relationships; recognize and facilitate referral opportunities to other business lines
• Communicate proactively with current and prospective clients to educate, resolve issues, develop loyalty, and solicit feedback; hold scheduled and walk-in client appointments
• Open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve account problems in compliance with policies and government regulations
• Assist in branch lending processes: educate clients on lending options, complete loan applications and documentation, and book loans
• Process routine financial transactions including check cashing, withdrawals, deposits, and loan payments; balance cash drawer

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts
• Present tailored solutions to meet clients’ specific financial needs or refer clients to other lines of business as appropriate

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services and present tailored solutions to meet client’s specific financial needs or refer clients to other lines of business as appropriate
• Take applications for and book loans
• Perform account and client profile maintenance and respond to questions regarding client accounts

• Provide exceptional client service while engaging in sales and service activities at branch locations
• Open accounts and assist with processing Banker transactions
• Cross-sell Bank products and services and present tailored solutions to meet clients' financial needs
• Take applications for and book loans
• Perform account and client profile maintenance
• Respond to questions regarding client accounts and refer clients to other lines of business as appropriate

• Lead the day-to-day operations of the branch and act in full management capacity in the absence of the Branch Manager
• Supervise, train, and coach Teller staff; manage the operations of the branch and mentor the teller team
• Support the Branch Manager in developing an ongoing sales performance culture; act as a leader in sales, operations, and client service
• Oversee processing of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments
• 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
• Engage clients to understand current and future financial needs using the Banner Way process and tools; present tailored solutions and refer to other lines of business as appropriate
• Answer questions and resolve technical problems on client accounts; develop and maintain in-depth knowledge of operational processes and compliance requirements

Assistant Branch Manager I

Business Development Rep

• Develops and manages relationships with new and existing small to mid-size business clients
• Actively market SBA 7(a) loan opportunities
• Prepare and present credit analysis and recommendations on borrowing requests
• Negotiate loan terms and conditions within scope of authority
• Perform credit reviews to ensure compliance with policies and regulations
• Monitor all credits through periodic reviews and analysis
• Create awareness of the bank and its services through community activity and involvement
• Develop and manage SBA credits and relationships with a strong focus on 7(a) lending
• Develop a portfolio of new business relationships and operate with minimal direction

SBA Business Development Officer

• Examine, review and process Quality Assurance and Quality Control audits in various stages of the loan process to verify completeness and accuracy of loan documentation and system data
• Participate in HMDA reviews for compliance with regulations
• Ensure that loans conform to Bank, Investor, and Regulatory policies, requirements and expectations
• Support team members by backing-up task assignments and other duties as assigned
• Work closely with all team members as well as other business units and leaders throughout the Mortgage division
• Responsible for the thorough audit, review, and verification of Pre- and Post-Close loan files for closed and cancelled/denied files related to Quality Assurance, Quality Control, First Line of Defense and HMDA to ensure proper documentation, accuracy, and completeness, with an emphasis on attention to detail.
• Responsible for identifying, reporting, and monitoring exceptions found in loan files, as well as, working and coordinating with Mortgage Production and/or Mortgage Operation’s staff for corrections.
• Reviewing and processing cancelled/denied loan files for accurate submissions and preparing files for Quality Assurance review.
• Assist with managing, monitoring and working loan queues, as well as, facilitating reviews with contracted vendors and assisting with projects and/or targeted audit.
• Review and research exceptions and responses for accuracy to requirements and assist in reporting to business units.
• Responsible for complying with policies, procedures, security requirements, and government regulations and ensuring each loan file meets Bank, Investor, and Regulatory requirements.

Mortgage Compliance Analyst

• Maintain and enhance client relationships to assist in meeting organizational and operational objectives
• Provide exceptional client service, training, and ongoing support of Treasury Management products and services
• Assist clients with required support materials for their effective use of Treasury Management services
• Administer client service policies and procedures and achieve client service level standards
• Manage client complaint resolution and escalate complex issues in a timely manner
• Comply with policies, procedures, security requirements, and government regulations

Chief Technology Officer

• Support the functions of a high producing Loan Officer by performing clerical duties, including verifying, compiling, and completing mortgage loan application information
• Facilitate and maintain communication between Loan Officer, client, real estate agents, branch staff, insurance agents, closing agents, and outside vendors to ensure timely processing of the loan file.
• Responsible for managing pipeline schedules and deadline times on all loans. Run pipeline and closed loan summary reports.
• Assist in mailings and other marketing projects.
• Responsible for following up on missing or needed items from borrowers. Enter loan applicant data using processing software. Maintain and update client data base information.
• Responsible for pulling credit reports per Loan Officer requests.
• Maintain comprehensive knowledge of loan programs, procedures, lending guidelines and technological resources.
• Perform various administrative duties as assigned.
• Responsible for complying with policies, procedures, security requirements, and government regulations.

Mortgage Loan Officer Assistant

Producer

• Manage the mortgage lending staff in an assigned region for permanent, single family residential loans for sale in the secondary market and retention in the Bank's portfolio.
• Hire and manage staff.
• Ensure loan sales are profitable and have proper documentation to comply with all Seller's Warranties, as well as CRA/HMDA.
• Interact with loan underwriting, review appraisal, and senior department management.

Commercial Banking Center Manager

Senior Compliance Officer

Treasury Management Client Support Specialist

Branch Manager II

Client Relationship Consultant

Client Relationship Consultant

Client Relationship Consultant

Client Relationship Consultant

Client Relationship Consultant

Client Relationship Consultant

Client Relationship Consultant, Personal Banker

Client Relationship Consultant I

Client Relationship Consultant II

Client Relationship Consultant II

Small Business Consultant

Small Business Consultant

Client Relationship Consultant

Client Relationship Consultant

Client Relationship Consultant

Assistant Branch Manager I

SBA Business Development Officer

Mortgage Compliance Analyst

Treasury Management Client Support Specialist

Mortgage Loan Officer Assistant

VP, Mortgage Production Manager