Business Financial Advisor
Listed on 2026-08-15
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Title
Business Financial Advisor
Reports toSenior Commercial Banker
ResponsibilitiesMeets with prospective and existing customers through personal calling efforts to discuss business needs and recommend ways in which the bank can help provide business solutions and financial needs. Maintain an active calling program that includes existing and prospective clients with a focus on financial solutions for small businesses. Grow a portfolio with quality prospects and customers, gaining their entire relationship and trust.
Works with the credit administration on screening and approvals and works with Senior Commercial Banker regarding any larger credit opportunities. Serve clients and prospects by evaluating cash flow, debt structures, liquidity and long-term financial goals while promoting commercial solutions to support the client’s goals. Partner with branch teams to spot referral opportunities and build an internal pipeline of qualified business prospects.
Meet individual growth goals for deposits, loans and fee income. Ability to exercise judgement and raise questions to management and adhere to policy guidelines. Encourages clients and their employees to maintain their personal banking with Movement Bank. Educates clients and prospects about the rich history of Movement Bank and Movement Foundation to deepen client and prospect relationships and identify business development and community engagement opportunities.
Movement Bank
At Movement Bank, we exist to love and serve our communities with a Purpose Bigger Than Banking. We aim to bridge the wealth divide, connect those with resources to those excluded, and transform communities through long-term investment in business, housing, and education. When you join our team, you become part of our movement, our story, and our legacy. Movement Bank has stood for progress and change over the last 100 years.
In the 21st century, we are still on that mission to support all citizens, including our customers and employees, regardless of race, color, or creed. Learn more about who we are at
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