Business Solutions Advisor - Vermont Hollywood Financial Center
$54,080–$72,114 year
On-siteLos Angeles, California, United States
Job Summary
Conduct client meetings and present customized solutions to help clients achieve financial goals through the full spectrum of borrowing and banking offerings. Build and deepen relationships with new and existing clients by leveraging the bank's capabilities while recommending financial advice that aligns with their unique priorities. Balance sales performance, operational risk, and client relationship care by making decisions on client requests and referring matters to appropriate internal partners. Partner with financial center leaders to provide specialized guidance and coaching to associates during meetings to ensure exceptional client delivery.
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
- Has a working knowledge of small business products and services
- Bilingual skills
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