Small Business Consultant

Added
4 days ago
Type
Full time
Salary
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Related skills

sales lending cross-selling nmls microsoft outlook
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📋 Description

  • Lead client sales and service at branch locations; mentor team.
  • Grow lending pipeline via referrals and outbound networking.
  • Consult with clients on bank products to deepen relationships and cross-sell.
  • Proactively educate clients, schedule appointments, resolve issues.
  • Open new accounts; process changes; respond to inquiries.
  • Assist in branch lending; explain options and book loans.

🎯 Requirements

  • H.S. Diploma or equivalent
  • NMLS Registration required
  • 4+ years banker/relationship sales experience
  • Advanced knowledge of retail products and services
  • Ability to analyze credit data and identify client needs; cross-sell
  • Proficient in MS Outlook and Word; strong communication

🎁 Benefits

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