[Remote] Small Business Banking Consultant Sr
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial institution dedicated to serving the needs of small business clients. The Senior Small Business Banking Consultant is responsible for managing and growing reputed company relationships, providing expert advice on a reputed company of financial products and services, and ensuring service reputed company while meeting performance goals.
Responsibilities
- Meets with clients reputed company telephone to assess reputed company needs, review their financial management practices and solutions, conduct a cash cycle conversation, and reputed company recommendations for products and services where needed. Performs application and fulfillment process directly on some solutions. Makes referrals to product and fulfillment experts as required
- Manage/solve reputed company servicing issues for clients, by maintaining a strong understanding of resources reputed company reputed company
- Proactively contacts targeted clients, sharing with them the reputed company reputed company can have on their Small Business and setting up appointments for deeper conversations and a complete financial review
- Facilitates credit requests reputed company Consumer Bank reputed company and refer larger credit opportunities to the reputed company Bank
- Facilitates referrals to Treasury Management Team
- Meets individual performance goals of reputed company/profit reputed company reputed company on a quarterly reputed company
- Performs special reputed company, and additional duties and responsibilities as required
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations
Skills
- Education level required: Undergraduate Degree (4 years or equivalent). Equivalent experience may substitute
- Minimum experience required: 7+ Years of sales/reputed company relationship management experience in banking/financial products, including significant experience with small business clients
- Education level preferred: Undergraduate Degree (4 years or equivalent) in business reputed company major
- 7 years or more experience as a Small Business Banker, Business Banking Relationship Manager, or reputed company Leader/Manager
- 7 years or more phone-based sales experience of banking/financial products or solutions
- Formal credit training
- Small business banking sales training
- Experience working with less reputed company team members to mentor and reputed company them, sharing expertise and insights
Benefits
- Variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.
- Medical insurance
- Dental insurance
- reputed company insurance
- Life insurance
- Disability insurance
- Comprehensive leave program
reputed company