Small Business Banking Relationship Partner

Jobtailor

Cookeville (TN)

On-site

USD 60,000 - 90,000

Full time

7 days ago
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Job summary

Jobtailor in the United States is seeking a Senior Small Business Banker to serve as the primary banking partner for assigned branches, delivering tailored financial solutions to small businesses with annual revenues up to $2.5 million. You will support two to three branches as a dedicated resource, addressing complex client needs and opportunities with a consultative approach.

You will translate financial information, cash-flow dynamics and client goals into practical guidance, and drive growth

Qualifications

  • Bachelor’s degree in business, accounting, finance or equivalent experience.
  • Three+ years in customer service, consultative sales or small-business banking.
  • NMLS registration under SAFÉ Act requirements and regulatory compliance.
  • Criminal and credit record satisfactory.
  • Strong written and verbal communication skills.
  • Understanding of banking operations, sales and relationship management.

Responsibilities

  • Serve as the primary Small Business Banking partner for assigned branches.
  • Provide comprehensive financial solutions to small businesses with $500K–$2.5M revenue.
  • Support two to three branches as a dedicated relationship resource.
  • Address complex client needs and opportunities with consultative selling.
  • Translate financial information and cash-flow dynamics into practical guidance.
  • Conduct outside prospecting to grow revenue and achieve targets.
  • Identify client priorities and align products with growth and risk objectives.
  • Develop relationships and collaborate with branch partners and clients.
  • Maintain CRM discipline and ensure value through handoffs and follow-through.

Skills

Small business banking experience
Consultative selling
Relationship management
Proactive outreach
Financial solutions development
Strong written and verbal skills

Education

Bachelor’s degree in business
Bachelor’s degree in Accounting
Bachelor’s degree in Finance
National Mortgage Licensing Service Registration
S.A.F.E. Act Compliance

Tools

CRM Systems
Banking Operations

Job description

Jobtailor in the United States is seeking a Senior Small Business Banker to serve as the primary banking partner for assigned branches, delivering tailored financial solutions to small businesses with annual revenues up to $2.5 million. You will support two to three branches as a dedicated resource, addressing complex client needs and opportunities with a consultative approach.

You will translate financial information, cash-flow dynamics and client goals into practical guidance, and drive growth

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