A company is looking for a Senior Small Business Banking Consultant.
Key Responsibilities
Assess client needs through telephone interactions and recommend appropriate financial products and services
Manage complex servicing issues and proactively engage with targeted clients for financial reviews
Facilitate credit requests and referrals while meeting individual performance goals for revenue growth
Required Qualifications
Undergraduate Degree (4 years or equivalent) or equivalent experience
7+ years of sales / client relationship management experience in banking / financial products
Significant experience with small business clients
Formal credit training and small business banking sales training preferred
Experience mentoring and developing less experienced team members
Senior Small Banking • Fremont, California, United States