Business Solutions Advisor
1 month ago
Job Summary:
This role is responsible for providing exceptional client service and building strong relationships with financial center clients. The ideal candidate will have a strong understanding of banking and lending products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities:
- Recommend financial advice and guidance to clients based on their individual needs and goals
- Build and deepen relationships with new and existing clients through regular outreach and follow-up
- Analyze client financial needs and apply knowledge of banking and lending products to recommend alternative or additional services
- Partner with financial center leaders and performance managers to provide specialized guidance and coaching to financial center associates
Requirements:
- Proven experience in business-to-business sales or small business banking
- Strong communication and interpersonal skills
- Effective customer service skills with ability to manage the full client end-to-end experience
- Proven sales track record
Desired Qualifications:
- Experience with financial information, spreadsheets, and financial skills
- Experience with in-person customer service and sales
- Experience working with small business clients
Skills:
- Risk Management
- Client Management
- Client Solutions Advisory
- Referral Identification
- Customer and Client Focus
- Credit and Risk Assessment
- Client Experience Branding
- Pipeline Management
- Referral Management
- Credit Documentation Requirements
- Issue Management
- Prospecting
- Relationship Building
- Attention to Detail
- Collaboration
Shift: 1st shift (United States of America)
Hours Per Week: 40
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