Business Solutions Advisor - Pebblebrooke Financial Center - Bilingual Spanish Preferred

Bank of America; Napoli; In loco; EUR 35.000 - 50.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm in Campania, Italy, is seeking an experienced advisor to manage client relationships and provide tailored financial solutions. The ideal candidate will have a strong background in business banking and excellent communication skills. Responsibilities include building client relationships, analyzing financial needs, and guiding clients to achieve their financial goals. Join us to make a difference in clients' financial journeys.

Competenze

• Experience with business-to-business sales or small business banking.
• Strong communication skills to effectively influence clients.
• Effective customer service skills for managing the full client experience.
• Proven sales track record.
• Ability to build productive partnerships.
• Experience with outbound phone sales.

Mansioni

• Recommend financial advice that aligns with client goals.
• Build relationships with new and existing clients.
• Analyze client needs to recommend financial services.
• Conduct outreach and follow up with clients.
• Make decisions on client requests and referrals.
• Provide guidance to financial center associates.

Conoscenze

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

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 :

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• 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
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• 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 :

Has demonstrated experience and proven success with business-to-business sales, 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.

Is able to build productive partnerships and working relationships.

Is experienced with outbound phone sales.

Desired Qualifications :

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.

Skills :

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week :