Business Solutions Advisor - Santa Monica Coast Market
Core
Provide specialized and personalized financial advice and guidance to financial center clients regarding 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 for small business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
B2B sales, small business banking expertise, client relationship management, financial analysis, outbound phone sales, risk management
Preferred skills
Financial spreadsheet skills, in-person customer service, bilingual skills
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