Small Business Consultant

About the role

As a Small Business Consultant, you will provide an exceptional client experience while engaging in a broad range of sales and service activities at branch locations.

Responsibilities

• Consult with clients to facilitate client awareness and education of bank products and services, including digital banking capabilities.
• Process a variety of routine financial transactions accurately and efficiently.
• Open and maintenance client accounts and address client requests, inquiries and complaints promptly and efficiently.
• Absorb and respond to client needs, open new accounts, verify and process changes to existing accounts, respond to inquiries, and resolve related account problems to ensure client satisfaction.
• Assists with the operations of the branch along with the on-going training, mentoring, and coaching of team members.
• Grow and maintain a consumer/business lending pipeline by deepening client and center of influence relationships to continuously source referrals.
• Independently conduct outbound calls and networking activities, participate in delivering banking presentations.
• Consult with clients on bank products and services to attract, expand, and retain client relationships.
• Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank.
• Recognize and facilitate referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services).
• Communicate proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance.
• Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
• May process a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments.
• Balances cash drawer, counting currency and coin accurately.

Requirements

• H.S. Diploma: required (an equivalent combination of education and experience may be considered)
• NMLS Registration required
• 4 or more years of banker/client relationship consultant or related sales experience with established goals required

Qualifications

• Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems.
• Thorough knowledge of all retail products and services.
• Functional knowledge of complex accounts. (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.)
• Possess effective selling, cross selling and referral skills.
• Demonstrated networking skill and ability to manage branch referrals.
• Possess effective verbal and written communication skills; proper phone and email etiquette required.
• Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
• Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.

Skills

• Knowledge of retail product philosophy, policy, procedures, documentation and systems.
• Thorough knowledge of all retail products and services.
• Functional knowledge of complex accounts.
• (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.)
• Effective selling, cross selling and referral skills.
• Demonstrated networking skill and ability to manage branch referrals.
• Effective verbal and written communication skills; proper phone and email etiquette required.
• Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
• Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.

Benefits

Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance, Paid vacation time, sick time and 11 company paid holidays, 401k (with up to 4% match)

Pay

$27.09 - $36.65 an hour

Schedule

Up to 10% travel