Senior Small Business Banking Consultant

Managing and growing relationships with Small Business clients, the full-time Senior Small Business Banking Consultant will provide expert financial advice and solutions via telephone, focusing on client needs and performance goals in a remote work environment. Key responsibilities Assess client needs and conduct financial reviews to recommend appropriate banking products and services Resolve complex servicing issues and maintain strong client relationships through proactive communication Facilitate credit requests and referrals to product specialists while achieving individual performance goals 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 working with small business clients Formal credit training and knowledge of small business banking products Experience mentoring and developing less experienced team members