Business Solutions Advisor - Preferred Business Dallas Central Market
On-siteMesquite, Texas, 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 analyzing their financial needs and recommending alternative or additional services that align with their unique priorities. Manage outreach, pipeline activities, and consistent follow-up routines to meet client needs while making decisions on client requests and referrals to appropriate internal partners. Partner with financial center leaders and performance managers to provide specialized guidance and coaching to associates during meetings. Balance sales performance, operational risk, and client relationship care by leveraging specialized expertise. Train at a financial center before potentially moving to another location within a reasonable commuting distance.
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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.