Business Solutions Advisor - Central Valley Market
Core
Provides specialized financial advice and guidance to small business clients on borrowing and banking offerings to help them achieve financial goals.
Role type
Senior IC business solutions advisor (small business banking)
Builds
Customized financial solutions for small business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
B2B sales, small business banking expertise, client relationship management, financial analysis, outbound sales, risk assessment
Preferred skills
Financial literacy, spreadsheet proficiency, bilingual capabilities
Technologies
Spreadsheets
Responsibilities
Recommends financial advice aligned with client goals, builds and deepens client relationships, analyzes client financial needs, manages outreach and pipeline, makes decisions on client requests and referrals, coaches financial center associates
Seniority
Mid-level, hands-on IC