Business Solutions Advisor - Preferred Business Houston South Market

About the role

This role provides specialized and personalized service, offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. You will acquire new and deepen existing client relationships by conducting client meetings and presenting customized solutions to help them achieve their financial goals. The position balances sales performance, operational risk, and client relationship care by leveraging specialized expertise.

If offered the position, you will train at one financial center, and the company may later place you at another location within a reasonable commuting distance of your home, as permitted by applicable law.

Responsibilities

• Recommend financial advice and guidance that align with client financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend additional financial services tailored to the client’s priorities.
• Connect with clients through outreach, pipeline management, and consistent follow-up to meet their needs.
• Make decisions on client requests and refer clients to appropriate internal partners based on their needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to associates during client meetings, ensuring an exceptional client experience.

Requirements

• 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 to manage the full client end-to-end experience and resolve problems.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.
• High School Diploma, GED, or equivalent.

Desired Qualifications

• Experience with financial information, spreadsheets, and financial analysis.
• Experience with in-person customer service and sales.
• Experience working with small business clients.
• Track record of meeting or exceeding goals.
• Working knowledge of small business products and services.
• Bilingual skills.

Skills

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

Schedule

1st shift (United States of America), 40 hours per week.