Small Business Financial Solutions Specialist

18 hours ago


Chicago, Illinois, United States Disability Solutions Full time

As a Client Relationship Banking Advisor with Disability Solutions, you will play a critical role in driving business growth and development for small businesses across the United States. With an estimated salary of $65,000 - $80,000 per year, this position offers a competitive compensation package that reflects your expertise in consultative sales and relationship building.

Your primary responsibilities will include providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. This will involve managing client relationships, identifying new business opportunities, and developing strategies to drive revenue growth. You will also be responsible for analyzing financial conditions of clients and industry trends to provide tailored solutions that meet their unique needs.

Key Responsibilities:

  • Manage end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • Deliver branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverage knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Support execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee-centric culture

Required Skills and Qualifications:

  • Proven success in consultative sales in financial services or in business-to-business sales
  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
  • Passionate about outside sales and enjoys spending time prospecting
  • Wants to enhance existing relationships and exceed sales goals
  • Can analyze financial conditions of clients and industry trends
  • Can understand and interpret financial statements and cash flow analysis
  • Excellent communication skills and demonstrated leadership ability
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues
  • Demonstrated management of a client portfolio with focus on relationship development and deepening
  • Thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems

Desired Qualifications:

  • Community leadership
  • Strong computer skills with an ability to multitask in a demanding environment
  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience


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