19h ago
Small Business Consultant
San Diego, CA
$56.3k-$76.2k / year
full-timeseniorfinance
๐ Tech Stack
๐ผ 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.
๐ฏ 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.
๐ 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
โจ Nice to Have
- Advanced knowledge of complex account types (Trusts, POA, etc.)
- Experience with cross-selling and referral management
๐ Benefits & Perks
- ๐ฐ Incentive potential
- ๐ฅ Medical, dental, vision, LTD, STD, life insurance
- ๐๏ธ Paid vacation, sick time, and 11 holidays
- 401k with up to 4% company match
- ๐ Tuition reimbursement
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Application Reviewยท 1-2 weeks
- 2Phone Screenยท 30 min
- 3In-Person Interviewยท 1 hour
0 0 0