Credit Solutions Advisor - Cedar Bluff
Core
Provide specialized financial advice and guidance to small business clients on borrowing and banking offerings to help them achieve financial goals.
Role type
Senior IC credit solutions advisor (small business banking)
Builds
Customized financial solutions for small business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
B2B sales, small business banking expertise, client relationship management, financial needs analysis, outbound phone sales, risk assessment, goal achievement
Preferred skills
Financial analysis, spreadsheet proficiency, in-person customer service, bilingual capabilities
Technologies
Spreadsheets
Responsibilities
Recommend financial advice aligned with client goals, build and deepen client relationships, analyze client financial needs to suggest services, manage outreach and pipeline, make decisions on client requests and refer to partners, coach financial center associates
Seniority
Senior, hands-on IC