Senior Small Business Banking Consultant - Boca Raton Florida

Company: VirtualVocations
Location: Boca Raton, Florida
Posted On: 02/06/2025

A company is looking for a Senior Small Business Banking Consultant responsible for managing and growing Small Business client relationships.



Key Responsibilities:

Assess client needs and recommend financial products and services through telephone consultations
Manage complex servicing issues and proactively contact targeted clients for financial reviews
Facilitate credit requests and referrals to the Treasury Management Team while meeting performance goals


Required Qualifications and Education:

Undergraduate Degree required
7+ years of sales/client relationship management experience in banking/financial products
Preferred 7+ years as a Small Business Banker or Business Banking Relationship Manager
Preferred experience in phone-based sales of banking/financial products
Formal credit training and small business banking sales training preferred More...

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