Commercial Lending and Advisory Expert
3 weeks ago
We are seeking an experienced Commercial Lending and Advisory Expert to join our team at Disability Solutions. As a key member of our commercial banking team, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. This includes managing and deepening relationships with high-value clients, identifying opportunities for growth, and delivering exceptional customer experiences.
About the Role
This role requires excellent communication and relationship-building skills, as well as the ability to analyze financial data and develop tailored solutions for clients. If you have a passion for working with small businesses and a strong background in financial services, we encourage you to apply.
Key Responsibilities
- Provide expert guidance and advice to small business clients on financial matters, including cash flow management, budget planning, and credit analysis
- Develop and implement customized financial plans and strategies to meet the unique needs of clients, taking into account industry trends and regulatory requirements
- Collaborate with internal teams to deliver comprehensive financial solutions, including credit, deposit, and investment products
- Stay up-to-date on market trends and regulatory changes, applying this knowledge to provide expert advice to clients
- Maintain accurate records and reports of client interactions, transactions, and progress toward financial goals
Requirements
- Proven success in commercial banking or financial services, with a focus on small business lending and advisory services
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop creative solutions
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups
- Demonstrated leadership ability and willingness to take ownership of client relationships
- Thorough knowledge of commercial banking products and services, including credit, deposit, and investment offerings
Benefits and Opportunities
- A competitive salary of approximately $75,000 - $110,000 per year, depending on experience
- Ongoing training and professional development opportunities to enhance your skills and expertise
- A collaborative and dynamic work environment with a talented team of professionals
- The opportunity to make a meaningful impact in the lives of small business owners and contribute to the success of Disability Solutions
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