Business Solutions Advisor - Orange County North Market

Responsibilities

• Recommends financial advice and guidance that aligns with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• PARTNERS WITH FINANCIAL CENTER LEADERS, PERFORMANCE MANAGERS, AND MARKET LEADERS TO PROVIDE SPECIALIZED GUIDANCE AND COACHING TO FINANCIAL CENTER ASSOCIATES DURING MEETINGS TO ASSIST WITH TEAM DELIVERY OF AN EXCEPTIONAL CLIENT EXPERIENCE

Requirements

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Strong communication skills with the ability to effectively influence clients
• Effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• A proven sales track record
• Experienced with building productive partnerships and working relationships
• Experienced with small business clients
• A working knowledge of small business products and services
• Bilingual skills

Qualifications

• High School Diploma / GED / Secondary School or equivalent

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience
• Branding
• Credit Documentation
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

Benefits

The company provides an in-office culture that supports collaboration, engagement, and career development. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Pay

Details on pay are not specified in the job description.

Schedule

The hours per week are 40.