Become a Senior Small Business Advisor with Meridian, where your expertise directly impacts local enterprises. Focus on building relationships and offering tailored financial services in a hybrid work setting.
In this role, you will handle a portfolio of small business accounts, analyzing their financial needs and providing personalized recommendations. A significant portion of your time will involve networking to cultivate new business relationships while retaining existing Members. Your contributions are vital in ensuring their financial well-being and success.
Key Responsibilities:
• Provide exceptional financial advisory services
• Conduct reviews and recommend suitable financial products
• Assess and manage credit risk effectively
• Identify opportunities to deepen Member relationships
• Participate in community events and promote Meridian's values
Requirements:
• 3-5 years in a financial services role
• Strong understanding of Small Business products...