Business Solutions Advisor - Fort Lauderdale Market - Bilingual Spanish Required
HybridFort Lauderdale, Florida, United States
Job Summary
Conduct client meetings and present customized borrowing and banking solutions to help clients achieve their financial goals. Build and deepen relationships with new and existing clients by recommending financial advice that aligns with their unique priorities. Analyze client financial needs to apply knowledge of banking offerings and make referrals to appropriate internal partners. Balance sales performance, operational risk, and client relationship care while partnering with financial center leaders to provide specialized guidance and coaching. This role requires bilingual Spanish and proven success in business-to-business sales or small business banking. You will train at a financial center before potentially being placed at another location within reasonable commuting distance.
Required Qualifications
- Bilingual Spanish
- 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
- 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
- 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
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