Business Solutions Advisor - Haines City Financial Center - Haines City, FL - Bilingual Spanish 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 Spanish, B2B sales, small business banking, client relationship management, outbound phone sales, financial needs analysis, risk management, pipeline management
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 to recommend services, conduct outreach and pipeline management, make decisions on client requests and refer to partners, coach financial center associates
Seniority
Individual Contributor, experienced sales professional
