Senior Small Business Banking Consultant
Company: VirtualVocations
Location: Boca Raton
Posted on: October 29, 2024
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Job Description:
A company is looking for a Senior Small Business Banking
Consultant to manage and grow Small Business client
relationships.
Key Responsibilities
Assess client needs and provide recommendations for financial
products and services through telephone contact
Manage complex servicing issues and proactively contact targeted
clients for financial reviews
Facilitate credit requests and referrals to the Treasury Management
Team while meeting performance goals
Required Qualifications, Training, and Education
Undergraduate Degree required
7+ years of sales/client relationship management experience in
banking/financial products
7+ years as a Small Business Banker, Business Banking Relationship
Manager, or Branch Leader/Manager preferred
7+ years of phone-based sales experience in banking/financial
products preferred
Formal credit training and small business banking sales training
preferred
Keywords: VirtualVocations, Lehigh Acres , Senior Small Business Banking Consultant, Accounting, Auditing , Boca Raton, Florida
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