Business Solutions Advisor - Miami South/Miami Central Market - Bilingual Spanish Required
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 small business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
Bilingual Spanish, B2B sales, small business banking expertise, outbound phone sales, client relationship management, financial needs analysis, risk assessment, pipeline management
Preferred skills
Financial analysis, spreadsheet proficiency, in-person customer service, goal achievement, knowledge of small business products
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