Description
:
This job is responsible for providing 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. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
1. Recommends financial advice and guidance that align with client financial goals and needs
2. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
3. 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
4. Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
5. Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
6. 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
Required Qualifications :
7. Has demonstrated experience and proven success with business-to-business sales, or small business banking.
8. Has strong communication skills with the ability to effectively influence clients.
9. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
10. Has a proven sales track record.
11. Is able to build productive partnerships and working relationships.
12. Is experienced with outbound phone sales.
Desired Qualifications:
13. Experience with financial information, spreadsheets and financial skills.
14. Experience with in-person customer service and sales.
15. Experience working with small business clients.
16. Experience meeting or exceeding goals.
17. A working knowledge of small business products and services.
18. Bilingual skills.
Skills:
19. Client Management
20. Client Solutions Advisory
21. Customer and Client Focus
22. Referral Identification
23. Risk Management
24. Client Experience Branding
25. Credit Documentation Requirements
26. Credit and Risk Assessment
27. Pipeline Management
28. Referral Management
29. Attention to Detail
30. Collaboration
31. Issue Management
32. Prospecting
33. Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40