Business Banking Relationship Advisor - Chandler, AZ Area
Core
Phone-based Business Banking Relationship Advisor managing a portfolio of clients with revenues >$1MM to deliver Business Advantage solutions (deposits, merchant, credit, unsecured lending, digital).
Role type
Senior IC business banking relationship advisor (phone sales)
Builds
End-to-end financial solutions for business clients
Domain
Banking / Small Business Finance
Required skills
consultative sales, phone-based sales, client portfolio management, financial statement analysis, cash flow analysis, solution design, partnership negotiation
Preferred skills
management of $500k-$5M revenue portfolios, small business lending expertise, Salesforce automation, financial outcome optimization
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, build client partnerships
Seniority
Mid-Senior, hands-on IC