Business Solutions Advisor - Miami South Market - Bilingual Spanish Required
HybridCoconut Grove, Florida, 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 through outreach, pipeline management, and consistent follow-up routines. Present customized solutions to help clients achieve their financial goals while balancing sales performance, operational risk, and client relationship care. Make decisions on client requests and refer to appropriate internal partners based on client needs. Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to associates during meetings.
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
- Must be able to work onsite in accordance with the workplace excellence policy
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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