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Small Business Associate Jobs in Florida (NOW HIRING)

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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 Florida? The most popular types of Small Business jobs in Florida are:
What cities in Florida are hiring for Small Business Associate jobs? Cities in Florida with the most Small Business Associate job openings:

Senior Small Business Relationship Banker - Grand Lagoon Branch

Regions Financial Corporation

Panama City Beach, FL • On-site

$16.50 - $21.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will provide services to all customers but will focus on small business customers with revenues up to $5MM -- acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.
Primary Responsibilities
  • Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions' solutions with a specific focus on small business customers
  • Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones
  • Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM
  • Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
  • Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
  • Provides a consistent optimal customer experience, which may consist of sharing responsibility for day to day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose
  • Owns and resolves customer issues
  • Refers customers to an internal team of experts when additional financial goals and needs are recognized
  • Supports team development by serving as a subject matter expert for junior level bankers
  • Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks

This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
  • High School Diploma or GED
  • Two (2) years of banking, sales, and/or customer service experience
  • Ability to handle cash and process cash transactions
  • Ability to communicate in person, on the phone, and through electronic channels
  • Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
  • Ability to work Saturdays as needed
  • Ability to walk and stand for extended periods of time
  • Ability to lift up to twenty (20) pounds

Preferences
  • Bachelor's degree

Skills and Competencies
  • Ability to adhere to policies, procedures, and guidelines
  • Ability to assist customers with digital banking offerings
  • Ability to handle multiple priorities simultaneously
  • Ability to provide excellent customer service
  • Excellent relationship-building skills
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
  • Strong business acumen to assess the needs of small business clients
  • Strong verbal, written communication, and organizational skills

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$46,797.41 USD
Median:
$54,657.00 USD
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Grand Lagoon
Location:
Panama City Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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