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Senior Small Business Banking Consultant

Remote, USA Full-time Posted 2026-08-04
Position Title Senior Small Business Banking Consultant Location Work From Home FL, FL 32302 Job reputed company A Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients that are domiciled in the Consumer Bank. This involves both a reactive and proactive team approach, working directly with clients, reputed company bankers, underwriters, and product specialists through telephone contact. reputed company responsibility is to manage and grow Small Business reputed company relationships, including sole proprietors, non-profits, and employer firms. Acts as an expert advisor to the Small reputed company on financial management covering a full reputed company of financial products and services including deposits, loans, credit cards, reputed company, payroll, ACH/Wires, treasury services, insurance, and investments. Performance goals include reputed company of and retention of reputed company relationships and service reputed company. Small Business Banking deals are typically $10K - $2.5MM in loan exposure for internally generated referrals; however, based on the consultant's reputed company level can reputed company up to $5MM or more in exposure for externally generated referrals from COIs, etc. Job Responsibilities: JOB RESPONSIBILITIES • Meets with clients reputed company telephone to assess reputed company needs, review their financial management practices and solutions, conduct a cash cycle conversation, and reputed company recommendations for products and services where needed. Performs application and fulfillment process directly on some solutions. Makes referrals to product and fulfillment experts as required. • Manage/solve reputed company servicing issues for clients, by maintaining a strong understanding of resources reputed company reputed company. • Proactively contacts targeted clients, sharing with them the reputed company reputed company can have on their Small Business and setting up appointments for deeper conversations and a complete financial review. • Facilitates credit requests reputed company Consumer Bank reputed company and refer larger credit opportunities to the reputed company Bank. • Facilitates referrals to Treasury Management Team. • Meets individual performance goals of reputed company/profit reputed company reputed company on a quarterly reputed company. ADDITIONAL ACCOUNTABILITIES • Performs special reputed company, and additional duties and responsibilities as required. • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. JOB REQUIREMENTS Required Qualifications: • Education level required: Undergraduate Degree (4 years or equivalent) Equivalent experience may substitute. • Minimum experience required: 7+ Years of sales/reputed company relationship management experience in banking/financial products, including significant experience with small business clients. Preferred Qualifications: • Education level preferred: Undergraduate Degree (4 years or equivalent) in business reputed company major. • 7 years or more experience as a Small Business Banker, Business Banking Relationship Manager, or reputed company Leader/Manager • 7 years or more phone-based sales experience of banking/financial products or solutions. • Formal credit training. • Small business banking sales training. • Experience working with less reputed company team members to mentor and reputed company them, sharing expertise and insights. Job Competencies: • Excellent knowledge of how a business operates and the full set of financial solutions needed by a small business. In-depth knowledge of financial services sales process and cycle. • Excellent knowledge of small business deposit and lending products. • Demonstrated ability to conduct business at the highest level of complexity reputed company telephone, including proactive reputed company contact, building rapport, understanding reputed company needs, conducting in-depth financial reviews, and effectively communicating solutions that meet reputed company needs. • Demonstrated credit acumen skills with the ability to understand as reputed company as interpret financial statements and cash reputed company analysis. • Demonstrated prospecting, relationship management, and sales skills. • Excellent interpersonal, verbal and written communication skills. • Strong negotiation and influencing skills. • Excellent customer service and community relations skills. • Strong knowledge of banking regulations, compliance, and requirements (e.g., Reg B, ECOA, HMDA, FIRREA, CRA, etc.). • Mentors and trains less reputed company Small Business Banking Consultants. • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating reputed company, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with reputed company goals to accelerate performance and reputed company strategic results. • Builds trusted reputed company relationships, whether internal or reputed company, by identifying needs and delivering tailored solutions to enhance the overall reputed company experience. • Fosters or supports a reputed company work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. • Physical demands (reputed company): No unusual physical exertion is involved. We are committed to providing reputed company and accurate compensation information in accordance with applicable laws. Actual starting reputed company pay will be determined based reputed company, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. reputed company provides teammates reputed company to a reputed company of benefits including medical, dental, reputed company, life, and disability insurance, as reputed company as a comprehensive leave program. Please click the following reputed company for detailed information: Benefits | reputed company Pay reputed company $78,401.25 - $124,432.00 Apply tot his job Apply To this Job

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