Business Solutions Advisor

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
• Acquires new and deepens existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.
• Balances sales performance, operational risk, and client relationship care by leveraging specialized expertise.
• Trains at one financial center, then potentially moves to another location that is within a reasonable commuting distance of home.

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with the ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced 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
• A working knowledge of small business products and services
• Bilingual skills

Demonstrates expertise in business-to-business sales and small business banking, with a strong focus on client relationship management and problem resolution. Proven ability to influence clients and achieve financial goals through personalized service and effective communication.