Business Solutions Advisor - Great Covina Market - Bilingual Mandarin Required
Core
Provide specialized and personalized financial advice and guidance to clients on borrowing and banking offerings to help them achieve financial goals.
Role type
Business Solutions Advisor (Small Business Banking)
Builds
Client relationships and customized financial solutions
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
Bilingual Mandarin, B2B sales, small business banking, outbound phone sales, client relationship management, financial analysis, risk assessment, pipeline management
Preferred skills
Financial spreadsheet skills, in-person customer service, small business product knowledge, goal achievement track record
Technologies
Spreadsheets
Responsibilities
Recommend financial advice aligned with client goals, build and deepen client relationships, analyze client financial needs, conduct outreach and follow-up, make decisions on client requests and refer to partners, coach financial center associates
Seniority
Individual Contributor, entry-to-mid level