Small Business Consultant

Provide exceptional client experiences through consultative sales and service interactions at branch locations. Build awareness 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 Investment Services. Proactively communicate with current and prospective clients to educate, resolve issues, and build long-term loyalty. Conduct scheduled and walk-in client appointments to identify needs and recommend solutions. Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations. Support branch lending activities by educating clients, completing loan applications, and ensuring accurate documentation and booking. Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments, and balance cash drawers with precision. Support branch operations and contribute to the training, mentoring, and coaching of team members.