The Small Business Specialist 3 (SBS 3) provides comprehensive financial solutions to small business clients with annual revenues between $500,000 and $2.5 million. This role manages an existing book of business while also generating new relationships through proactive prospecting, referrals, and community engagement. The SBS 3 combines strong relationship‑building skills with digital tools to deliver a high‑quality client experience. Responsibilities include opening and servicing business accounts, identifying appropriate product solutions, and achieving assigned sales, revenue, and growth goals. This role requires outside business development activities and close collaboration with branch partners and internal business lines. As a bilingual position, this role requires the ability to fluently serve clients in both English and Spanish, supporting the needs of the local community.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees