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Senior Small Business Banking Consultant

Company: VirtualVocations
Location: Boca Raton
Posted on: October 29, 2024

Job Description:

A company is looking for a Senior Small Business Banking Consultant to manage and grow Small Business client relationships.



Key Responsibilities

Assess client needs and provide recommendations for financial products and services through telephone contact
Manage complex servicing issues and proactively contact targeted clients for financial reviews
Facilitate credit requests and referrals to the Treasury Management Team while meeting performance goals


Required Qualifications, Training, and Education

Undergraduate Degree required
7+ years of sales/client relationship management experience in banking/financial products
7+ years as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager preferred
7+ years of phone-based sales experience in banking/financial products preferred
Formal credit training and small business banking sales training preferred

Keywords: VirtualVocations, Boca Raton , Senior Small Business Banking Consultant, Accounting, Auditing , Boca Raton, Florida

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