Small Business Consultant

Added
15 minutes ago
Type
Full time
Salary
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Related skills

sales customer service relationship building lending nmls
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📋 Description

  • Lead client sales and service at branches; coach team members.
  • Grow lending pipeline by deepening relationships and referrals.
  • Consult with clients on bank products to attract/retain relationships.
  • Educate clients, resolve issues, and solicit feedback.
  • Open accounts, verify changes, and ensure compliance.
  • Assist in branch lending; educate on options and book loans.

🎯 Requirements

  • HS Diploma required; NMLS registration required.
  • 4+ years banker/client relationship or related sales experience.
  • Travel up to 10%.
  • Advanced knowledge of retail product policy, documentation, and systems.
  • Analyze credit data to identify needs; strong cross-sell skills.
  • Proficient with MS Outlook, Word, and related tools.

🎁 Benefits

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