Senior Small Business Banking Consultant

A company is looking for a Senior Small Business Banking Consultant. Key Responsibilities Assess client needs and recommend financial products and services through telephone consultations Manage complex servicing issues and maintain strong client relationships Proactively contact clients for financial reviews and facilitate credit requests Required Qualifications Undergraduate Degree required 7+ years of sales/client relationship management experience in banking/financial products Preferred experience as a Small Business Banker or Business Banking Relationship Manager Preferred 7+ years of phone-based sales experience in banking/financial products Formal credit training and small business banking sales training preferred

Apr 1, 2025 - 20:29

A company is looking for a Senior Small Business Banking Consultant. Key Responsibilities Assess client needs and recommend financial products and services through telephone consultations Manage complex servicing issues and maintain strong client relationships Proactively contact clients for financial reviews and facilitate credit requests Required Qualifications Undergraduate Degree required 7+ years of sales/client relationship management experience in banking/financial products Preferred experience as a Small Business Banker or Business Banking Relationship Manager Preferred 7+ years of phone-based sales experience in banking/financial products Formal credit training and small business banking sales training preferred