Small Business Consultant

Job description

As a Small Business Consultant, you play a vital role in creating exceptional client experiences at the branch level while helping clients reach their financial goals. This role combines consultative sales, personalized service, and community engagement to build lasting relationships and drive meaningful impact for both clients and the bank. You’ll be a trusted advisor, educator, and advocate for clients while contributing to a collaborative, high‑performing branch environment. In this role you’ll: - Provide exceptional client experiences through consultative sales and service interactions at branch locations. - Build awareness and understanding of bank products and services, including digital banking capabilities. - Grow and maintain a consumer and business lending pipeline by deepening client and center‑of‑influence relationships. - Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business. - Apply need‑based sales techniques to expand, retain, and strengthen client relationships. - Identify and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Inves...