Business Solutions Advisor - Torrance Sartori Financial Center

Job Description

Advanced client financial services specialist providing personalized advice and guidance to financial center clients across the full spectrum of borrowing and banking offerings. Responsibilities include acquiring and deepening client relationships, balancing sales performance, operational risk, and client relationship care.

• Recommends financial advice and guidance aligning with client goals and needs.
• Builds and deepens relationships with new and existing clients by leveraging the bank’s full capabilities.
• Analyzes client financial needs and applies borrowing and banking knowledge to recommend alternative or additional financial services tailored to client priorities.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow‑up routines to meet client needs.
• Makes decisions on client requests and refers to appropriate internal partners based on client needs.
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to associates during meetings.

• Demonstrated experience and proven success with business‑to‑business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Effective customer service skills with ability to manage the full client end‑to‑end experience and problem resolution.
• A 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.
• Track record of 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.

1st shift (United States of America)

40

• Pay range: $26.00 – $33.72 hourly (determined by experience, education, and skill set).
• Formulaic incentive plan eligibility.
• Incentives earned based on performance against defined metrics.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources, and support for employees to make a genuine impact and contribute to sustainable growth.

FDIC;
Safe Act;
Loan Originators

US – CA – Torrance – 1255 Sartori Ave – TORRANCE – SARTORI BC (CA8112)