Business Solutions Advisor - New England North Market
$54,080–$72,114 year
HybridLynn, Massachusetts, United States
Job Summary
Conduct client meetings and present customized borrowing and banking solutions to achieve financial goals while acquiring new and deepening existing relationships. Analyze client financial needs to recommend alternative services and manage outreach, pipeline activities, and consistent follow-up routines. Make decisions on client requests and refer matters to internal partners, partnering with financial center leaders to provide specialized guidance and coaching during meetings. Balance sales performance, operational risk, and client relationship care by leveraging expertise in small business banking and B2B sales.
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
- Bilingual Spanish
- 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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