Business Solutions Advisor - El Conquistador Financial Center
On-site · Tucson, Arizona, United States
Job Summary
Provides specialized financial guidance and personalized service to banking clients through borrowing and banking offerings; builds and deepens client relationships by conducting meetings and presenting customized solutions to help clients achieve financial goals; balances sales performance, operational risk, and client relationship care; connects with clients via outreach and pipeline management, follows up to meet client needs, and makes referrals to internal partners for an exceptional client experience; demonstrates client management, advisory, and collaboration skills to support small business banking and financial services.
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
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