Retail Business Services Production - Business Services Advisor (Remote in Culver City)

Job description

TITLE: BUSINESS SERVICES ADVISOR: STATUS: EXEMPT: REPORT TO: BUSINESS SERVICES MARKET AREA MANAGER: DEPARTMENT: BUSINESS SERVICES: JOB CODE: 11625: PAY RANGE: $70,304.00 - $76,000.00 ANNUALLY + Quarterly and Annual Incentives GENERAL DESCRIPTION: The Business Services Advisor at Golden 1 serves as a strategic partner to small business members by advising, assisting, educating, and growing relationships with small businesses in the communities we serve through the introduction of Golden 1 business services and solutions. TASKS, DUTIES, FUNCTIONS: 1. Team Engagement: a. Work proactively to build and grow relationships with potential new members and engage with existing members by asking questions to learn about their financial needs, understanding their goals, and sharing how Golden 1 can help them through proactive outreach, phone or in-person visits. Plan and execute appointments. b. Lead training initiatives for branch teams to elevate business services awareness and different products and services we offer. This training will equip employees to assist in meeting members' broader financial needs, educate them on small business requirements, and help create a positive onboarding ex...