Senior Small Business Banking Consultant

Role Overview

• Meet with clients via telephone to assess client needs
• Review their financial management practices and solutions
• Conduct a cash cycle conversation
• Make recommendations for products and services
• Manage/solve complex servicing issues for clients
• Proactively contact targeted clients
• Set up appointments for deeper conversations and a complete financial review
• Facilitate credit requests within Consumer Bank thresholds
• Meet individual performance goals on a quarterly basis

Requirements

• Undergraduate Degree (4 years or equivalent)
• 7+ Years of sales/client relationship management experience in banking/financial products
• Significant experience with small business clients
• 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 experienced team members to mentor and develop them

Benefits

• medical insurance
• dental insurance
• vision insurance
• life insurance
• disability insurance
• comprehensive leave program