Senior Small Business Banking Consultant

2 weeks ago


Lockport, New York, United States Flagstar Bank, N.A. Full time
Job Summary

A Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients that are domiciled in the Consumer Bank.

This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact.

Key Responsibilities
  • Manage and grow Small Business client relationships, including sole proprietors, non-profits, and employer firms.
  • Act as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services.
  • Perform application and fulfillment process directly on some solutions.
  • Make referrals to product and fulfillment experts as required.
  • Manage/solve complex servicing issues for clients.
  • Proactively contacts targeted clients, sharing with them the impact Flagstar can have on their Small Business.
  • Facilitate credit requests within Consumer Bank thresholds and refer larger credit opportunities to the Commercial Bank.
  • Meet individual performance goals of revenue/profit growth matrix on a quarterly basis.
Requirements
  • Undergraduate Degree, required.
  • 7+ years of sales/client relationship management experience in banking/financial products, including significant experience with small business clients, required.
  • 7+ years as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager, preferred.
  • 7+ years phone-based sales experience of banking/financial products or solutions, preferred.
  • Formal credit training and small business banking sales training, preferred.
About Flagstar Bank, N.A.

Flagstar Bank, N.A. is an equal opportunity employer.



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