ZipRecruiter

Log In

1

Small Business Associate Jobs in California (NOW HIRING)

Dodge & Cox

Business Solutions Associate

San Francisco, CA · On-site +1

$95K - $160K/yr

We are bringing in a small cohort of high-potential individuals who are analytically sharp ... Associates will work on problems with real business consequences: mapping and redesigning manual ...

previous pagenext page

Showing results 21-40

All JobsSmall Business Associate JobsSmall Business Associate Jobs in California

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

Business Services Representative (Small Business Specialist)

First Citizens Bank

La Jolla, CA • On-site

$71K - $85K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks

Job description

Overview
At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.
The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a full range of business deposits and related services to clients. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and self-sources new business opportunities.
Responsibilities
  • Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications
Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales
Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management
License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence
If hired in California, the base pay for this position is generally between $71,400 and $85,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits. #LI-AM3

What First Citizens Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply