
Senior Small Business Banking Consultant
Posted 1 day ago

Posted 1 day ago
This is a fully remote position, open to applicants in Michigan.
• Engage with clients through telephone calls to evaluate their needs.
• Analyze their financial management strategies and solutions.
• Initiate discussions regarding their cash cycle.
• Provide recommendations for suitable products and services.
• Address and resolve complex servicing challenges for clients.
• Proactively reach out to targeted clients.
• Arrange appointments for in-depth discussions and a thorough financial assessment.
• Manage credit requests within the thresholds of Consumer Bank.
• Achieve individual performance targets on a quarterly basis.
• Bachelor's Degree (4 years or equivalent experience).
• Over 7 years of experience in sales/client relationship management within banking or financial products.
• Extensive experience working with small business clients.
• A minimum of 7 years of phone-based sales experience in banking or financial products and solutions.
• Formal training in credit processes.
• Training in small business banking sales.
• Proven experience in mentoring and developing less experienced team members.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Disability insurance.
• Comprehensive leave program.
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