20h ago
Small Business Consultant
Hillsboro, Oregon
$56.3k-$76.2k / year
full-timemidfinance
๐ Tech Stack
๐ผ 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.
๐ฏ 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
๐ 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
โจ 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
๐ Benefits & Perks
- ๐๏ธ Paid vacation, sick time, and 11 company-paid holidays
- ๐ฅ Medical, dental, vision, LTD, STD, and life insurance
- ๐ฐ 401k with up to 4% company match
- ๐ Tuition reimbursement
- ๐ Incentive potential
๐จ Hiring Process
Estimated timeline: 2-3 weeks ยท AI estimate
- 1Recruiter Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Offerยท 1 week
๐ฉ 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
0 0 0