Business Banking Relationship Advisor - Chandler, AZ Area
Core
Phone-based relationship advisor for business clients with revenues >$1MM, delivering Business Advantage solutions (deposits, merchant services, credit cards, unsecured lending, digital) via a consultative approach.
Role type
Business Banking Relationship Advisor (IC)
Builds
End-to-end financial solutions for small and medium-sized business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
consultative sales, phone-based sales, client relationship management, financial statement analysis, cash flow analysis, solution selling
Preferred skills
portfolio management ($500k-$5M revenue clients), small business lending advisory, Salesforce automation, financial outcome optimization
Technologies
Microsoft Office (Word, Excel, PowerPoint), Salesforce.com/ACT
Responsibilities
Manage team-based client portfolio to uncover needs and deliver solutions; consult with clients on business priorities; collaborate with sales/support partners; execute playbook strategies to meet performance targets; assess client financial conditions and industry trends.
Seniority
Mid-level IC (3-5 years experience)
