13h ago
Small Business Consultant
San Diego, California
$56.3k-$76.2k / year
full-timeseniorfinance
๐ Tech Stack
๐ผ About This Role
You'll provide an exceptional client experience while engaging in sales and service activities at branch locations. You'll consult with clients to facilitate awareness of bank products and services. You'll also process financial transactions and assist in branch lending processes.
๐ฏ What You'll Do
- Consult with clients on bank products and services.
- Process financial transactions and open new accounts.
- Assist in branch lending processes and complete loan applications.
- Conduct outbound calls and networking activities.
๐ Requirements
- 4+ years of banker/client relationship consultant or related sales experience
- H.S. Diploma required
- NMLS Registration required
- Advanced knowledge of retail products and systems
โจ Nice to Have
- Experience with digital banking capabilities
- Knowledge of complex accounts (Trust, Power of Attorney, etc.)
- Bilingual skills
๐ Benefits & Perks
- ๐๏ธ Paid vacation, sick time, and 11 holidays
- ๐ฅ Medical, dental, vision, and life insurance
- ๐ฐ 401k with up to 4% match
- ๐ Tuition reimbursement
- ๐ Incentive potential
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Recruiter Screenยท 30 min
- 2Hiring Manager Interviewยท 60 min
- 3Skills Assessmentยท 30 min
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