Business Solutions Advisor - Preferred Business Dallas North Market
On-sitePlano, Texas, United States
Plano, Texas, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Conduct client meetings and present customized borrowing and banking solutions to help clients achieve financial goals. Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank while analyzing financial needs to recommend alternative services. Balance sales performance, operational risk, and client relationship care by making decisions on client requests and conducting consistent follow-up routines. Partner with financial center leaders and performance managers to provide specialized guidance and coaching to associates during meetings.
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
- 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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