Senior Small Business Banking Consultant
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Job Description
Senior Small Business Banking Consultant responsible for managing and growing Small Business client relationships in the Consumer Bank, including financial advisory and service delivery.
Responsibilities:
- 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
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