Small Business Consultant

Added
4 days ago
Type
Full time
Salary
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Related skills

relationship management sales customer service banking lending

πŸ“‹ Description

  • Lead client sales/service at branches; coach team.
  • Grow lending pipeline via outreach and referrals.
  • Consult on bank products; cross-sell and refer.
  • Educate clients; schedule appointments; resolve issues.
  • Open accounts; process changes; ensure compliance.
  • Assist branch lending; explain options and book loans.

🎯 Requirements

  • H.S. Diploma required (education/experience may be considered).
  • NMLS Registration required.
  • 4+ years banking or client relationship sales with goals.
  • Knowledge of retail products, policy and complex accounts.
  • Strong client service, communication, and relationship-building.
  • Proficient in Microsoft Outlook and Word.

🎁 Benefits

  • Incentive potential.
  • Comprehensive medical, dental, vision, LTD, STD, and life insurance.
  • Paid vacation, sick time and 11 company holidays.
  • 401k with up to 4% match.
  • Tuition reimbursement.
  • Employee Benefits link.
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