Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required
Core
Provide specialized and personalized financial advice and guidance to small business clients through 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 Vietnamese, B2B sales, small business banking, client relationship management, financial needs analysis, outbound phone sales, risk assessment
Preferred skills
Financial analysis, spreadsheet proficiency, in-person customer service, goal achievement, small business product knowledge
Technologies
Spreadsheets
Responsibilities
Recommend financial advice aligned with client goals, build and deepen client relationships, analyze client financial needs, manage outreach and pipeline, make decisions on client requests, partner with leaders to coach associates
Seniority
Individual Contributor, entry-to-mid level