Business Solutions Advisor - Inland Empire East Market
$54,080–$72,114 year
On-siteCorona, California, 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 recommend alternative or additional services. Manage outreach and pipeline activities while making decisions on client requests and referring matters to appropriate internal partners. Balance sales performance, operational risk, and client relationship care by leveraging specialized expertise. Partner with financial center leaders to provide specialized guidance and coaching to associates during meetings.
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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