Senior Small Business Banking Consultant

2 weeks ago

Denver, Colorado, United States Flagstar Bank 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.

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 investments.

Performance goals include growth of and retention of client relationships and service excellence.

Small Business Banking deals are typically $10K - $2.5MM in loan exposure for internally generated referrals; however, based on the consultant's skill level can range up to $5MM or more in exposure for externally generated referrals from COIs, etc.

Key Responsibilities:

  • Meets with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation, and make recommendations for products and services where needed.
  • Performs application and fulfillment process directly on some solutions.
  • Makes referrals to product and fulfillment experts as required.
  • Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Flagstar.
  • Proactively contacts targeted clients, sharing with them the impact Flagstar can have on their Small Business and setting up appointments for deeper conversations and a complete financial review.
  • Facilitates credit requests within Consumer Bank thresholds and refer larger credit opportunities to the Commercial Bank.
  • Facilitates referrals to Treasury Management Team.
  • Meets individual performance goals of revenue/profit growth matrix on a quarterly basis.
  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.

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.
  • Experience working with less experienced team members to mentor and develop them, sharing expertise and insights.

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