19h ago

Small Business Consultant

San Diego, CA

$56.3k-$76.2k / year

full-timeseniorfinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll be a trusted advisor for small business clients, combining consultative sales and personalized service to help them reach their financial goals. You'll play a vital role in creating exceptional client experiences while building lasting relationships and driving meaningful impact. This role is with a Great Place to Work Certified bank recognized by Forbes.

๐ŸŽฏ What You'll Do

  • Provide consultative sales and service experiences at branch locations.
  • Build and manage a consumer and business lending pipeline.
  • Conduct outbound calls and networking activities to generate referrals.
  • Open new accounts and perform maintenance in compliance with policies.

๐Ÿ“‹ Requirements

  • High School Diploma or GED
  • 4+ years of experience as a banker or client relationship consultant
  • Experience with retail banking products and services
  • Ability to analyze credit data and financial information

โœจ Nice to Have

  • Advanced knowledge of complex account types (Trusts, POA, etc.)
  • Experience with cross-selling and referral management

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ฐ Incentive potential
  • ๐Ÿฅ Medical, dental, vision, LTD, STD, life insurance
  • ๐Ÿ–๏ธ Paid vacation, sick time, and 11 holidays
  • 401k with up to 4% company match
  • ๐Ÿ“š Tuition reimbursement

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Application Reviewยท 1-2 weeks
  2. 2Phone Screenยท 30 min
  3. 3In-Person Interviewยท 1 hour
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