Job Description
Join Meridian as a Senior Small Business Advisor, driving business growth with tailored banking solutions. This hybrid position emphasizes community engagement and member relationship-building.
In this essential role at Meridian, you'll oversee a portfolio of small business accounts while providing personalized advice and financial support. Your responsibilities include analyzing client needs, managing credit risk, and actively seeking new business opportunities, with 30-50% of your time spent outside the branch. Utilize your expertise to deepen member relationships and enhance overall satisfaction.
Key Responsibilities:
• Provide sound financial advice tailored to member needs
• Conduct credit reviews and authorize member transactions
• Identify opportunities for new acquisitions and referrals
• Collaborate with internal teams to deliver solutions
• Participate in community events to promote Meridian
Requirements:
• Relevant education or experience in financ...
In this essential role at Meridian, you'll oversee a portfolio of small business accounts while providing personalized advice and financial support. Your responsibilities include analyzing client needs, managing credit risk, and actively seeking new business opportunities, with 30-50% of your time spent outside the branch. Utilize your expertise to deepen member relationships and enhance overall satisfaction.
Key Responsibilities:
• Provide sound financial advice tailored to member needs
• Conduct credit reviews and authorize member transactions
• Identify opportunities for new acquisitions and referrals
• Collaborate with internal teams to deliver solutions
• Participate in community events to promote Meridian
Requirements:
• Relevant education or experience in financ...