6,577 Small Business jobs in the United States
Counselor - Small Business Development Center
63705 Cape Girardeau, Missouri
Southeast Missouri State University
Posted 1 day ago
Job Viewed
Job Description
Salary: Depends on Qualifications
Location : Cape Girardeau, MO
Job Type: Full-Time
Job Number:
Division: President
Department: Economic and Workforce Development
Opening Date: 08/06/2025
Closing Date: Continuous
Position Summary
Counselor
Small Business Development Center
Economic and Workforce Development
Term Position
The Small Business Development Center (SBDC) at Southeast Missouri State University's Economic and Workforce Development division provides confidential business counseling and training to prospective and existing businesses that strengthens the competitiveness of Missouri's businesses. The business counselor provides assistance to small businesses in the region with their start-up, growth, and expansion projects. Small businesses are an essential element in the Missouri economy by generating new jobs, increasing sales, attracting investments, and contributing to the tax base. Business development is an important component of the state's economic development strategy and Southeast Missouri State University's economic development mission.
Primary Responsibilities:
Application Deadline: To ensure full consideration, application materials must be received by August 20, 2025 . The position is available immediately and will remain open until filled.
To Apply: Complete the online application by clicking on the APPLY button at the top of the page. You must submit the following for your application materials to be complete.
Additional Information
About Southeast Missouri State University (SEMO): Founded in 1873 and accredited by the Higher Learning Commission, Southeast Missouri State University provides student-centered education and experiential learning with a foundation of liberal arts and sciences, embracing a tradition of access, exceptional teaching, and commitment to student success that significantly contributes to the development of the region and beyond. SEMO values access to high-quality, affordable education with a broadly representative student body, faculty, and staff that respects and celebrates a diverse learning community in a global society.
Southeast Missouri State University provides an excellent benefits package. For complete benefit details visit our website at
Location : Cape Girardeau, MO
Job Type: Full-Time
Job Number:
Division: President
Department: Economic and Workforce Development
Opening Date: 08/06/2025
Closing Date: Continuous
Position Summary
Counselor
Small Business Development Center
Economic and Workforce Development
Term Position
The Small Business Development Center (SBDC) at Southeast Missouri State University's Economic and Workforce Development division provides confidential business counseling and training to prospective and existing businesses that strengthens the competitiveness of Missouri's businesses. The business counselor provides assistance to small businesses in the region with their start-up, growth, and expansion projects. Small businesses are an essential element in the Missouri economy by generating new jobs, increasing sales, attracting investments, and contributing to the tax base. Business development is an important component of the state's economic development strategy and Southeast Missouri State University's economic development mission.
Primary Responsibilities:
- Deliver individualized business coaching to aspiring and existing entrepreneurs on topics such as business planning, financial forecasting, market research, and funding readiness
- Assist businesses with growth strategies, operational improvements, and navigating complex decision making
- Maintain confidentiality with all business clients
- Plan and deliver educational programs in business subject matters targeted to meet the needs of business and prospective business owners
- Maintain accurate client records and report outcomes such as business starts, capital formation, job creation, and revenue growth in accordance with program guidelines
- Market educational programs and promote the mission of Southeast Missouri State University and the Missouri SBDC to area leaders, capital resources, economic developers, chambers of commerce, and other partner organizations. Maintain positive relations with stakeholders and partners
- Keep up to date on business trends and research-based knowledge to create new and effective programs
- Bachelor's Degree
- Ability to work independently with minimal supervision and as a team member
- Demonstrate effective public speaking, written and oral communication skills
- Excellent organizational and time management skills
- Demonstrate ability to learn different and new technologies
- Ability to teach or facilitate educational programs
- Demonstrated understanding of and strong commitment to customer service orientation
- Demonstrated ability to operate and manage a business, provide training, and/or consulting
- Ability to travel in-state and occasionally out of state and work evenings and weekends to meet the needs of clients, programming goals, and partnership expectations
Application Deadline: To ensure full consideration, application materials must be received by August 20, 2025 . The position is available immediately and will remain open until filled.
To Apply: Complete the online application by clicking on the APPLY button at the top of the page. You must submit the following for your application materials to be complete.
- Letter of interest addressing all position qualifications
- Current resume
- Names and contact information of three professional references may be asked for later, if not previously submitted
Additional Information
About Southeast Missouri State University (SEMO): Founded in 1873 and accredited by the Higher Learning Commission, Southeast Missouri State University provides student-centered education and experiential learning with a foundation of liberal arts and sciences, embracing a tradition of access, exceptional teaching, and commitment to student success that significantly contributes to the development of the region and beyond. SEMO values access to high-quality, affordable education with a broadly representative student body, faculty, and staff that respects and celebrates a diverse learning community in a global society.
Southeast Missouri State University provides an excellent benefits package. For complete benefit details visit our website at
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0
Small Business Banker
33431 Boca Raton, Florida
City National Bank of Florida
Posted today
Job Viewed
Job Description
Small Business Banker at City National Bank of Florida summary:
The Small Business Banker manages and grows a portfolio of small business clients, providing tailored financial solutions including deposits, loans, and treasury services. They collaborate with internal teams and act as a community ambassador to meet client needs while ensuring compliance with regulatory standards. The role requires strong relationship management, credit analysis skills, and a proactive, goal-oriented approach to driving business growth.
Overview:
About the Role
We’re looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you’ll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs.
What You’ll Do
- Grow and manage a portfolio of 250+ small business clients.
- Proactively acquire new relationships through prospecting, networking, and outreach.
- Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions.
- Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services.
- Support branch operations including account opening, teller transactions, and loan support as needed.
- Serve as a community ambassador and leader for the bank’s small business efforts.
- Ensure compliance with all regulatory, policy, and procedural standards.
Key Responsibilities
- Consistently meet or exceed sales and referral goals for deposits, loans, and services.
- Perform financial reviews and loan pre-screens; complete cash flow analyses.
- Make independent overdraft pay/return decisions within assigned limits.
- Support the loan application and closing process; collect and review required documentation.
- Maintain operational integrity through proper balancing, ticketing, and risk protocols.
- Adhere to compliance and regulatory training, including S.A.F.E. Act requirements.
What You Bring
- 2–4 years of recent experience as a Small Business Banker or similar role.
- Solid credit background with proven ability to structure loans and analyze credit.
- Demonstrated success in acquiring and growing small business relationships.
- Ability to complete independent pre-screens and cash flow analysis.
- Collaborative, proactive, and goal-oriented mindset.
- Excellent communication and relationship management skills.
- Bachelors degree in Business or Finance preferred.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
Keywords:
small business banking, loan structuring, credit analysis, financial solutions, client relationship management, deposits and loans, business growth, compliance and regulatory, community engagement, portfolio management
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1
Small Business Mentor
60564 Naperville, Illinois
SCORE Fox Valley - Chicago Western Suburbs
Posted 1 day ago
Job Viewed
Job Description
Apply today here
Join the Fox Valley Chapter of SCORE and share your business experience and knowledge with entrepreneurs. You'll team up with colleagues to meet personally with small business owners and start-ups in your community. You'll help them create business plans, formulate marketing strategies, find financial resources, and much more.
SCORE Mentors pledge to contribute to the SCORE mission in meaningful ways. Our data shows that clients who receive mentoring are more likely to see positive outcomes such as businesses started, jobs created and increased revenues. Our clients rely on our Mentors’ expertise to help them succeed. They depend on our service, our time and our prompt response to their requests.
As a Mentor, you’ll be assigned mentoring requests that we receive from clients. These requests contain information about the client including their name, business name, industry and business question. You’ll use that information to contact the client and schedule a meeting. In the meeting, you’ll work to understand the client’s business, their needs and challenges. Then you’ll answer their questions and guide them to solutions, information and resources to help them make sound decisions for their business. Your job as a Mentor is to guide, support and encourage our clients. You will not do the work for them.
Apply directly at
Watch our video to learn more: SCORE
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2
Small Business Consultant
91017 Monrovia, California
Banner Bank
Posted 1 day ago
Job Viewed
Job Description
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Small Business Consultant , you will Provide an exceptional client experience while engaging in a broad range of sales and service activities at branch locations. Consult with clients to facilitate client awareness and education of bank products and services, including digital banking capabilities. Process a variety of routine financial transactions accurately and efficiently. Open and maintenance client accounts and address client requests, inquiries and complaints promptly and efficiently. Assist in branch lending processes by accepting applications, answering client questions, and booking loans.
In this role you will have the opportunity to:
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings . Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Small Business Consultant , you will Provide an exceptional client experience while engaging in a broad range of sales and service activities at branch locations. Consult with clients to facilitate client awareness and education of bank products and services, including digital banking capabilities. Process a variety of routine financial transactions accurately and efficiently. Open and maintenance client accounts and address client requests, inquiries and complaints promptly and efficiently. Assist in branch lending processes by accepting applications, answering client questions, and booking loans.
In this role you will have the opportunity to:
- Act as a leader in providing an exceptional client sales and service experience at branch locations. Assists with the operations of the branch along with the on-going training, mentoring, and coaching of team members.
- Grow and maintain a consumer/business lending pipeline by deepening client and center of influence relationships to continuously source referrals. Independently conducts outbound calls and networking activities, participates in delivering banking presentations.
- Consult with clients on bank products and services to attract, expand, and retain client relationships. Apply need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognize and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
- Communicate proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Hold client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
- Open new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
- Assist in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.
- May process a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
- H.S. Diploma: required (an equivalent combination of education and experience may be considered)
- NMLS Registration required
- 4+ years of banker/client relationship consultant or related sales experience with established goals required
- Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Functional knowledge of complex accounts. (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.)
- Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Functional knowledge of consumer and business lending best practices.
- Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals.
- Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
- Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
- Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
- 10%
- Targeted starting salary range (based on experience): $ hourly
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
- Get more information at: Employee Benefits | Banner Bank
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings . Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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3
Small Business Specialist
30309 Midtown Atlanta, Georgia
ADP
Posted today
Job Viewed
Job Description
ADP is hiring a **Sales Representative, Human Resources Outsourcing (HRO).**
+ **_Are you ready for your next best job where you can elevate your financial future?_**
+ **_Are you looking to grow your career with a formal career path at an established, respected, global leader?_**
+ **_Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging?_**
If so, this may be the opportunity you've been searching for. Read on and decide for yourself.
In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions.
You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Sales at ADP** , watch here: YOU'LL DO** : Responsibilities
+ **Grow Our Business While Growing Yours** : You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy.
+ **Turn Prospects into Loyal and Referring Clients:** You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers.
+ **Deepen Relationships Across the ADP Family** : In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here.
+ **Collaborate Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.
**TO SUCCEED IN THIS ROLE** : Required Qualifications
+ **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone.
+ **Strategic Closer** . You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships.
+ **Proven Winner** . You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
+ Three years of business-to-business sales experience (preferably field sales) within a results-driven environment.
+ Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.
**Bonus points for these:** _Preferred Qualifications_
+ Ability to successfully build a network and effectively use social media for sales
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Balance work and life.** Resources and flexibility to more easily integrate your work and your life.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
+ **_Are you ready for your next best job where you can elevate your financial future?_**
+ **_Are you looking to grow your career with a formal career path at an established, respected, global leader?_**
+ **_Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging?_**
If so, this may be the opportunity you've been searching for. Read on and decide for yourself.
In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions.
You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Sales at ADP** , watch here: YOU'LL DO** : Responsibilities
+ **Grow Our Business While Growing Yours** : You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy.
+ **Turn Prospects into Loyal and Referring Clients:** You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers.
+ **Deepen Relationships Across the ADP Family** : In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here.
+ **Collaborate Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.
**TO SUCCEED IN THIS ROLE** : Required Qualifications
+ **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone.
+ **Strategic Closer** . You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships.
+ **Proven Winner** . You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
+ Three years of business-to-business sales experience (preferably field sales) within a results-driven environment.
+ Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.
**Bonus points for these:** _Preferred Qualifications_
+ Ability to successfully build a network and effectively use social media for sales
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Balance work and life.** Resources and flexibility to more easily integrate your work and your life.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
View Now
4
Small Business Specialist
52004 Dubuque, Iowa
UMB Bank
Posted 19 days ago
Job Viewed
Job Description
**SMALL BUSINESS SPECIALIST**
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
51,480.00 - 99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
51,480.00 - 99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
View Now
5
Small Business Specialist
61106 Rockford, Illinois
UMB Bank
Posted 19 days ago
Job Viewed
Job Description
**SMALL BUSINESS SPECIALIST**
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
View Now
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6
Small Business Specialist
53786 Madison, Wisconsin
UMB Bank
Posted 13 days ago
Job Viewed
Job Description
**SMALL BUSINESS SPECIALIST**
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
View Now
7
Small Business Officer
54913 Appleton, Wisconsin
BMO Financial Group
Posted 13 days ago
Job Viewed
Job Description
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Small Business Officer cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$51,800.00 - $95,900.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Our Small Business Officer cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$51,800.00 - $95,900.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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8
Small Business Officer
54306 Green Bay, Wisconsin
BMO Financial Group
Posted 13 days ago
Job Viewed
Job Description
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Small Business Officer cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$51,800.00 - $95,900.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Our Small Business Officer cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$51,800.00 - $95,900.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
View Now
9