Small Business Consultant

Added
17 days ago
Type
Full time
Salary
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Related skills

crm banking microsoft outlook microsoft word

πŸ“‹ Description

  • Lead delivery of exceptional client sales and service in the branch.
  • Support branch operations with training, mentoring, and coaching.
  • Grow and maintain a strong consumer and business lending pipeline.
  • Conduct outbound calls and networking to present banking solutions.
  • Consult with clients to identify needs and recommend bank products.
  • Open new accounts and resolve account-related concerns.

🎯 Requirements

  • High School Diploma or GED (Required).
  • 4+ years banker or related sales experience (Required).
  • Advanced knowledge of retail banking products and systems.
  • Understand complex accounts like Trust and Power of Attorney.
  • Analyze client credit/financials to identify needs.
  • Proficient with Outlook, Word, and business tools.

🎁 Benefits

  • Annual incentive potential.
  • Medical, dental, vision, LTD, STD, life insurance.
  • Paid vacation, sick time and 11 holidays.
  • 401k with up to 4% match.
  • Tuition reimbursement.
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