Overview In this role you build and deepen relationships with small business clients, delivering tailored financial solutions built on deep client understanding. You operate at the intersection of advisory service and product delivery, using digital tools and cross functional collaboration to grow revenue and support client outcomes. You'll work in a mission driven environment that emphasizes ethical banking and community engagement. This is a hands on role with a clear impact on client growth and portfolio quality.
Compensation / Benefits- Healthcare (medical, dental, vision)
- Life insurance
- Disability coverage
- 401(k) retirement plan
- Paid vacation
- Paid holidays
Responsibilities- Prospect for new small business clients and deepen relationships to drive revenue growth
- Conduct discovery conversations to understand client goals, needs, credit profile, and growth opportunities
- Serve as primary contact and recommend solutions across loans, deposits, cash management, and core banking products
- Design financial solutions aligned to objectives and risk standards
- Monitor portfolio performance and credit quality, applying underwriting judgment
- Collaborate with underwriting, portfolio management, and internal teams for timely reporting and client outcomes
- Address client concerns and coordinate with business lines to deliver integrated solutions
- Engage with the community and local organizations to identify business development opportunities
Key requirements- Expert-level consultative selling, financial analysis, and relationship management skills
- Advanced business acumen, underwriting expertise, and product knowledge
- Strong understanding of banking operations, sales, new business development, customer service and community relations
- Professionalism and knowledge of lending policies, credit structures, products, services, and regulatory requirements
- Typically a bachelor's degree or equivalent work experience and three to four years of experience in relationship banking
- NMLS registration under SAFÉ Act and Regulation Z, plus ongoing regulatory compliance
- consultative selling
- relationship management
- professionalism
- underwriting expertise
- credit analysis
- financial analysis
