Business Solutions Advisor - Greater NC - VA South Market
HybridRaleigh, North Carolina, 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 leveraging the full capabilities of the bank while analyzing unique priorities to recommend alternative financial services. Balance sales performance, operational risk, and client relationship care by making decisions on client requests and referring appropriate internal partners. Partner with financial center leaders to provide specialized guidance and coaching to associates during meetings to assist with team delivery of an exceptional client experience. This role involves acquiring new and deepening existing client relationships through outreach and consistent follow-up routines.
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
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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