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Small Business Associate Jobs in California (NOW HIRING)

ADT

Small Business Sales Manager

Chatsworth, CA · On-site

$70K/yr

The Small Business Sales Manager is responsible for leading and managing a team of Small Business ... As a result, ADT associates enjoy a highly entrepreneurial, fast-paced culture. Generous incentive ...

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Small Business Associate information

What are the key skills and qualifications needed to thrive as a Small Business Associate?

To thrive as a Small Business Associate, you need a solid understanding of business operations, financial principles, and customer service, often supported by a degree in business or related experience. Familiarity with tools like CRM software, accounting systems such as QuickBooks, and office productivity suites is typically required. Strong communication, problem-solving abilities, and adaptability enable you to effectively support clients and handle diverse business challenges. These skills are crucial for ensuring seamless business operations, fostering client relationships, and driving growth in a dynamic small business environment.

How does a Small Business Associate typically collaborate with other departments to support client needs?

Small Business Associates often work closely with teams such as lending, customer service, and marketing to ensure that small business clients receive comprehensive support. This collaboration may involve coordinating with loan officers to process applications, partnering with marketing to deliver targeted outreach, and liaising with customer support to resolve client issues quickly. By working cross-functionally, Small Business Associates help deliver tailored solutions that address the unique needs of each client, while also gaining a broader understanding of business banking operations.

What does a Small Business Associate do?

A Small Business Associate supports small business clients by providing guidance on financial products, business planning, and operational strategies. They often help with tasks such as loan applications, account management, and connecting clients to relevant resources. Their goal is to assist small business owners in achieving growth and managing their business finances effectively. This role typically involves both customer service and administrative responsibilities, requiring a strong understanding of small business needs.

What is the difference between Small Business Associate vs Small Business Coordinator?

AspectSmall Business AssociateSmall Business Coordinator
CredentialsTypically requires a high school diploma or associate degree; some roles prefer business or related certificationsSimilar; often requires a high school diploma or associate degree, with additional certifications beneficial
Work EnvironmentOffice settings, client meetings, administrative tasksOffice-based, customer service, project coordination
Employer & Industry UsageUsed in small business support, finance, and administrative rolesCommon in small business management, support, and administrative functions

Both roles support small business operations, often sharing similar credentials and work environments. The Small Business Associate typically handles administrative and support tasks, while the Small Business Coordinator may focus more on project management and client interactions. The roles are closely related and often overlap depending on the organization.

What is the easiest small business associate job to get?

The easiest small business associate jobs typically involve entry-level roles such as administrative assistant or customer service representative, which often require minimal prior experience and basic skills like communication and organization. These positions may also be available with on-the-job training and do not usually require advanced certifications or degrees.

What are the most commonly searched types of Small Business jobs in California?

The most popular types of Small Business jobs in California are:

What cities in California are hiring for Small Business Associate jobs?

Cities in California with the most Small Business Associate job openings:

Small Business Associate jobs near you

Small Business Banker 1

Savings Bank of Mendocino County

Ukiah, CA • On-site

$67K - $83K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Job Title: Small Business Banker 1
Department: Small Business Lending
Reports To: Senior Lending Officer
FLSA Status: Exempt
Salary Grade: 21
Starting Range*: $67,980.00 - $83,975.00 Depending on Experience

*Our starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

SUMMARY
Are you a motivated and high performing individual who has strong people and organizational skills, and a desire to work at a local business dedicated to meeting the financial needs of its customers, validating the investment of its shareholders, and investing its time, money, and expertise to support worthy causes throughout Lake and Mendocino Counties? Savings Bank of Mendocino County has proudly been serving the needs of our communities since 1903 and is seeking a qualified professional for the role of a Small Business Banker in the Small Business Lending Department. This position involves evaluating small business loans under $500,000 and managing small business relationships. Small Business Bankers work extensively with the community, small business owners, the Senior Lending Officer, the Chief Credit Officer, and the Credit Administration Team.
The ideal candidate has at least three years retail banking experience in a dynamic environment, preferably focused on small business banking. A successful person in this role is proactive; highly motivated to meet team objectives, while maintaining individual performance; analytical; and has strong communication and time management skills. This employee must be comfortable interacting regularly with a broad range of individuals, including customers, executive officers, and support staff. Savings Bank is excited to add to our team of individuals seeking to fulfill the Banks vision of Investing in the future as your local independent bank, committed to the prosperity of our communities, employees and shareholders.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
1. Provides a positive customer service experience in harmony with our Customer Service Standards and Principles and Professional Standards.
2. Acts as the primary relationship manager for a portfolio of small business customers in an assigned territory.
3. Responsible for identifying and establishing relationships with prospective small business customers, for assessing the small businesses to gain a complete understanding of their small business and commercial banking needs, and for growing the portfolio and deepening the relationship by acquiring new business.
4. Engages with existing small business customers by asking questions to learn about their financial needs, understand their financial goals and share how the Bank can help them succeed, now and in the future, through proactive relationship management.
5. Connects with customers during all phases of business life cycle, while leveraging product and service knowledge; conducts conversations to discuss and discover credit, deposit and service needs and opportunities; and demonstrates features and benefits of options available.
6. Serves as point of contact and customer advocate when needs, questions and/or concerns arise and tactfully and effectively handles them, within the Banks policies.
7. Represents the Bank through active involvement and participation in community organizations and events; builds relationships with centers of influence.
8. Other duties as assigned.
MINIMUM QUALIFICATIONS
  • High School Diploma or General Education Degree (GED)
  • Three years experience and/or training in banking, finance, or similar position
  • Knowledge and understanding of retail compliance controls, risk management and loss prevention
  • Experience with Microsoft Office Suite
PREFERENCES
  • Associate degree in a field related to the position
  • Credit analysis and underwriting experience
  • Experience managing a dedicated book of small business customers
  • Spanish/English Bilingual skills
JOB COMPETENCIES
  • Fostering Communication: Listens and communicates openly, honestly, and respectfully with different audiences, promoting dialogue and building consensus.
  • Creativity & Innovation: Shares ideas, new approaches and possible solutions.
  • Analytical Thinking: Analyzes and synthesizes information to understand issues, identify options, and supports sound decision making.
  • Initiative: Deals with situations and issues proactively and persistently, seizing opportunities to go above and beyond.
  • Attention to Detail: Reviews all relevant information before taking action or making a decision; seeks out others to check or review work for accuracy and completeness.
  • Fraud Detection and Control: Employs appropriate techniques and procedures for identifying, reporting, and preventing fraud.
  • Teamwork: Works collaboratively with others to achieve organizational goals.
  • Problem Solving: Identifies problems and the solutions to them.
  • Product & Technical Knowledge: Understands the products and services provided
  • Time Management: Organizes and prioritizes tasks to maximize efficiency.
  • Accountability: Takes ownership of and responsibility for work product and actions in the workplace; transparently communicates progress toward goals; readily admits to errors and seeks redress.
  • POSITION BENEFITS
  • Competitive, market-based pay
  • Comprehensive insurance benefits package including medical, dental, vision and more
  • 401(k) plan with maximum 6% employer match
  • Profit Sharing plan
  • Generous paid time off plans
  • Employee Health and Wellness program
  • Community volunteer opportunities
  • Career development and training opportunities
EQUAL EMPLOYMENT OPPORTUNITY
Savings Bank of Mendocino County is an Equal Opportunity Employer and employment selections are based on merit, qualifications, and abilities. Savings Bank of Mendocino County will consider all qualified applicants for employment and does not discriminate in employment opportunities or practices on the basis of: age, race, religion, color, sex, national origin, sexual orientation, gender identity, protected veteran, disability, or any other status protected by law.
PHYSICAL & MENTAL DEMANDS
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is set in a quiet, office environment. The position is generally regarded as light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects, including the human body. While performing the duties of this job, the employee may be required to alternately stand, walk, sit, reach with arms, talk or hear and use hands to write, type, and handle or feel objects, tools or controls. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Some driving may be required.
Employee must possess the ability to read, write, perform basic math functions, understand basic communication and instructions, carry out instructions, complete basic problem-solving and analyzing of information, and make independent decisions within scope of responsibility.
A post-offer physical is not required for this position.

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