About this role

Providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
Acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions
Effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise

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
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

Business Solutions Advisor

Key skills