[Remote] Small Business Banking Consultant Sr
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Senior Small Business Banking Consultant to meet the needs of Small Business clients reputed company the Consumer Bank. This role involves managing and growing client relationships while providing expert advice on a reputed company of financial products and services.
Responsibilities
- Meets with clients reputed company telephone to assess client 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 Flagstar
- Proactively contacts targeted clients, sharing with them the impact Flagstar 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 growth matrix on a quarterly reputed company
- Performs special projects, 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
Skills
- Undergraduate Degree (4 years or equivalent). Equivalent experience may substitute
- 7+ Years of sales/client relationship management experience in banking/financial products, including significant experience with small business clients
- 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
Benefits
- Variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment
- Medical, dental, reputed company, life, and disability insurance
- A comprehensive leave program
Company Overview