Business Solutions Advisor - Hesperian La Playa Financial Center - 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
Customized financial solutions for clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
Bilingual Spanish, B2B sales, Small business banking, Outbound phone sales, Client relationship management, Financial analysis, Risk management, Pipeline management
Preferred skills
Financial information analysis, Spreadsheets, In-person customer service, Small business products knowledge
Technologies
Spreadsheets
Responsibilities
Recommend financial advice aligning with client goals, Build and deepen client relationships, Analyze client financial needs, Conduct outreach and pipeline management, Make decisions on client requests and refer to partners, Partner with leaders to coach associates
Seniority
Individual Contributor