Business Solutions Advisor - Santa Monica Market
Core
Provides specialized and personalized financial advice and guidance to small business clients regarding borrowing and banking offerings to help them achieve financial goals.
Role type
Business Solutions Advisor (Small Business Banking)
Builds
Client relationships and financial solutions for small business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
B2B sales, small business banking expertise, client relationship management, financial needs analysis, outbound phone sales, risk assessment, referral management
Preferred skills
Financial analysis, spreadsheet proficiency, in-person customer service, bilingual capabilities
Technologies
Spreadsheets
Responsibilities
Recommends financial advice aligned with client goals, builds and deepens client relationships, analyzes client financial needs to recommend services, manages outreach and pipeline, makes decisions on client requests and referrals, partners with leaders to coach associates
Seniority
Individual Contributor, entry-to-mid level