Small Business Relationship Banker
Based in United States
Core
Provide comprehensive financial solutions and sales services to small businesses with annual revenues between $500K and $2.5 million.
Role type
Small Business Relationship Banker
Builds
Financial products and accounts for small business clients
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
Spanish language proficiency, knowledge of banking operations and policies
Technologies
Digital banking tools
Responsibilities
Deepen existing customer relationships through routine calling, develop new relationship opportunities, open accounts and product solutions, refer clients to other business banking areas
Seniority
Mid-level, hands-on IC