Small Business Relationship Banker I - Cupertino, CA
Core
Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million through outside prospecting, sales, and account servicing.
Role type
Small Business Relationship Banker
Builds
Financial products and accounts for small business customers
Domain
Banking / Small Business Finance
Deliverable
product features
Required skills
consultative sales, outside prospecting, customer service, account servicing, business credit underwriting, cash flow management
Preferred skills
knowledge of bank policies and procedures, banking operations, community relations, written and verbal communication
Technologies
digital tools
Responsibilities
deepening existing customer relationships through routine calling, developing new relationship opportunities, account openings, identifying and opening product solutions, collaborating with branch partners and centers of influence, referring clients to other business banking areas
Seniority
Individual Contributor, entry to mid-level