Business Banking Relationship Advisor - Houston, TX Area
Core
Phone-based business banking advisor managing a portfolio of clients with revenues >$1MM to deliver Business Advantage solutions (deposits, merchant services, credit cards, unsecured lending, digital) via a consultative approach.
Role type
Business Banking Relationship Advisor (Phone Sales)
Builds
End-to-end financial solutions for small business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
consultative sales, client portfolio management, financial statement analysis, cash flow analysis, verbal communication, partnership negotiation
Preferred skills
small business financial products knowledge, Salesforce automation, lending solutions advisory, executive presence
Technologies
Microsoft Office (Word, Excel, PowerPoint), Salesforce
Responsibilities
Manage team-based client portfolio, consult on business priorities, collaborate with sales/support partners, execute playbook strategies to meet targets, assess client financial conditions
Seniority
Mid-level IC (3-5 years experience)
