Business Solutions Advisor - Preferred Business Arizona Market
On-sitePhoenix, Arizona, United States
Job Summary
Conduct client meetings and present customized borrowing and banking solutions to help clients achieve their financial goals. Analyze client financial needs to recommend alternative or additional financial services that align with unique priorities. Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank while managing outbound phone sales and consistent follow-up routines. Make decisions on client requests and refer cases to appropriate internal partners based on specific needs. Provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This role requires balancing sales performance, operational risk, and client relationship care across the entire market.
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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