Business Solutions Advisor - Greater Covina Market, CA

The Business Solutions Advisor role provides personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings. The position involves building and deepening client relationships, analyzing client financial needs, and recommending alternative or additional financial services. The ideal candidate should have experience in business-to-business sales, strong communication skills, and a proven sales track record.

Requirements

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales
• 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
• A working knowledge of small business products and services
• Bilingual skills

Benefits

• Formulaic incentive eligible
• Benefits