Business Solutions Advisor - Santa Monica Market

This position is open for the entire market and the specific Financial Center location will be based on business needs. Upon offering, the candidate will train at a financial center and may subsequently relocate to another center within a reasonable commuting distance, subject to applicable law.

Location:

Financial Center (location to be determined).

• Recommend financial advice and guidance that align with client financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities.
• Connect with clients through outreach and pipeline management activities and conduct consistent follow‑up routines to meet client needs.
• Make decisions on client requests and refer to appropriate internal partners based on client needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to associates during meetings, assisting with team delivery of an exceptional client experience.

• Demonstrated experience and proven success with business‑to‑business sales and/or small business banking.
• Strong communication skills and ability to effectively influence clients.
• Effective customer service skills with ability to manage the full client end‑to‑end experience and problem resolution.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

• Experience with financial information, spreadsheets, and financial skills.
• Experience with in‑person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• Working knowledge of small business products and services.
• Bilingual skills.

• Client Management
• Client Solutions
• Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience
• Branding
• Credit Documentation
• Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America). Hours per week: 40.

Hourly pay range: $26.00 - $33.72, based on experience, education, and skill set. Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual opportunities. Benefits include industry‑leading health, dental, vision, paid time off, workplace wellness resources, and more.