Business Solutions Advisor Santa Monica Market
Overview
The role owns personalized financial advice for clients across the full borrowing and banking spectrum. It balances sales performance operational risk and client care. This position drives Responsible Growth by delivering exceptional client experiences and contributing to a collaborative in-office culture.
What You'll Do11
- 1Recommend financial advice aligned with client goals
- 2Build deep client relationships using full banking capabilities
- 3Analyze financial needs and suggest tailored solutions
- 4Connect with clients through outreach and pipeline management
- 5Make client recommendations and referrals to internal partners
- 6Partner with leaders to coach associates for exceptional experiences
- 7Train at one financial center then transition to nearby locations
- 8Maintain high client satisfaction through end-to-end problem resolution
- 9Develop strategies to exceed sales targets and build partnerships
- 10Utilize outbound sales techniques to engage prospects
- 11Manage client accounts and ensure seamless service delivery
Requirements10
- 15+ years building B2B or small business sales
- 2Strong communication influencing clients
- 3Customer service skills managing full client interactions
- 4Proven sales track record
- 5Experience with small business clients
- 6Ability to meet or exceed performance goals
- 7Working knowledge of small business products
- 8Bilingual abilities
- 9High school diploma or equivalent
- 10Knowledge of credit documentation and pipeline management
Salary Insight
$54 - $71k per year
Location
Required Skills
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