Business Solutions Advisor - Encino Park Financial Center
Core
Providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings.
Role type
Business Solutions Advisor (Small Business Banking)
Builds
Customized financial solutions for clients to achieve their financial goals
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 management, pipeline management
Preferred skills
Financial analysis, spreadsheet proficiency, in-person customer service, bilingual capabilities
Technologies
Spreadsheets
Responsibilities
Recommends financial advice aligning with client goals, builds and deepens client relationships, analyzes client financial needs to recommend services, conducts outreach and pipeline management, makes decisions on client requests and referrals, partners with leaders to coach associates
Seniority
Individual Contributor, experienced sales professional