Business Solutions Advisor - Dallas Forth Worth Market
On-siteGrand Prairie, Texas, United States
Job Summary
Recommend financial advice and guidance that aligns with client financial goals and needs by analyzing client financial needs and applying knowledge of borrowing and banking. Build and deepen relationships with new and existing clients by conducting client meetings and presenting customized solutions to help them achieve their financial goals. Make decisions on client requests and refer to appropriate internal partners based on client needs while partnering with financial center leaders to provide specialized guidance and coaching to associates. Balance sales performance, operational risk, and client relationship care by leveraging specialized expertise. This role is open for the entire market, with training at one financial center followed by potential relocation to another location within reasonable commuting distance.
Required Qualifications
- Has demonstrated experience and proven success with business-to-business sales and/or small business banking
- Has strong communication skills with the ability to effectively influence clients
- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
- Has a proven sales track record
- Can build productive partnerships and working relationships
- Is experienced with outbound phone sales
- Has a High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Experience with financial information, spreadsheets and financial skills
- Experience with in-person customer service and sales
- Experience working with small business clients
- Experience meeting or exceeding goals
- A working knowledge of small business products and services
- Bilingual skills
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