Business Solutions Advisor - North Manhattan/New Jersey Market
$54,080–$72,114 year
HybridWest New York, New Jersey, United States
Job Summary
Recommend financial advice and guidance that aligns with client financial goals and needs by conducting client meetings and presenting customized solutions. Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank to help them achieve their financial goals. Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines to meet client needs. Make decisions on client requests and make referrals 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 financial center associates during meetings to assist with team delivery of an exceptional client experience. This role balances sales performance, operational risk, and client relationship care while offering incentives based on defined metrics.
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
- Has a High School Diploma / GED / Secondary School or equivalent
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
- Has a working knowledge of small business products and services
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