Business Solutions Consultant
6 days ago
About the Role:
This position is responsible for delivering exceptional client experiences through personalized service and guidance. As a Business Solutions Advisor, you will work closely with financial center clients to understand their unique needs and provide tailored solutions to help them achieve their financial goals.
Key Responsibilities:
- 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 alternative or additional financial services that best align with the client's priorities.
- Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines to meet client needs.
- Make decisions on client requests and make referrals to appropriate internal partners based on client needs.
- Partner 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.
Required Qualifications:
- Bilingual Mandarin Required.
- 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.
- Proven sales track record.
- Ability to build productive partnerships and working relationships.
- Experience with outbound phone sales.
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.
- 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.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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