Small Business Direct Consultant- NC/SC/TN
Listed on 2026-10-16
-
Finance & Banking
Financial Sales, Banking & Finance, Bank Customer Service, Financial Advisor / Consultant
The position is described below.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job descriptionThis role could be located within hub cities within the states listed on the requisition. It is typically an in office role requiring working in office five days per week.
Responsible for meeting the needs of Small Business clients that are domiciled in the Retail Community Bank. This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters and product specialists through telephone contact. Primary responsibility is to manage and grow Small Business client relationships, including sole proprietors, non‑profits and employer firms. Acts as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance and employee benefits.
Performance goals include growth of and retention of client relationships and service excellence.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Required Qualifications:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred QualificationsAll regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).