20h ago

Small Business Consultant

Hillsboro, Oregon

$56.3k-$76.2k / year

full-timemidfinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll partner with branch clients as a trusted advisor to grow their business through consultative sales and lending. This role combines financial education, community engagement, and need-based recommendations to build lasting client relationships and drive branch success.

๐ŸŽฏ What You'll Do

  • Provide consultative sales and service to branch clients
  • Grow consumer and business lending pipeline through relationships
  • Conduct outbound calls and networking to generate referrals
  • Open accounts and perform maintenance in compliance with regulations

๐Ÿ“‹ Requirements

  • 4+ years of experience as a banker or client relationship consultant
  • High School Diploma or GED
  • Experience in consultative sales with established performance goals
  • Ability to analyze credit data and financial information

โœจ Nice to Have

  • Advanced knowledge of retail banking products and systems
  • Experience with complex account types (Trusts, Powers of Attorney)
  • Strong cross-selling and referral management skills

๐ŸŽ Benefits & Perks

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

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Recruiter Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Offerยท 1 week

๐Ÿšฉ Heads Up

  • Salary listed as hourly but role title implies consultant/sales
  • Requires 4+ years for an hourly role with no salary range above ~$36/hr
  • Broad responsibilities include both sales and routine transactions
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