Small Business Consultant

Added
17 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm sales microsoft word outlook

๐Ÿ“‹ Description

  • Provide exceptional client experiences through consultative sales at branches.
  • Educate clients on bank products and digital banking capabilities.
  • Grow and maintain lending pipeline by deepening client relationships.
  • Conduct outbound calls, networking, and banking presentations for referrals.
  • Open new accounts and maintain existing accounts per policies.
  • Process routine financial transactions and balance cash drawers.

๐ŸŽฏ Requirements

  • High School Diploma or GED (Required).
  • 4+ years in banking or related sales roles (Required).
  • Equivalent education/experience accepted in lieu of degree.
  • Advanced knowledge of retail banking products, systems, procedures.
  • Experience with complex accounts (Trusts, POA, guardianships).
  • Strong sales, cross-selling, networking, and referrals skills.

๐ŸŽ Benefits

  • Incentive potential
  • Comprehensive benefits, including medical, dental, vision, LTD, STD, and life insurance
  • Paid vacation time, sick time, and 11 company-paid holidays
  • 401k with up to 4% company match
  • Tuition reimbursement
Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Sales Jobs. Just set your preferences and Job Copilot will do the rest โ€” finding, filtering, and applying while you focus on what matters.

Related Sales Jobs

See more Sales jobs โ†’