Business Solutions Advisor

Jobtailor; Hayward (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in the United States is seeking a banking professional focused on small business clients to drive growth through personalized financial solutions. You will meet with clients, present tailored strategies across borrowing and banking offerings, and build long-term relationships to reach financial goals.

The role emphasizes client-focused service, cross-sell opportunities, and a strong sales discipline.

Qualifications

• Experience in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Excellent customer service and problem-resolution abilities.
• Proven sales track record.
• Ability to build productive partnerships and relationships.
• Experience with outbound phone sales.
• Experience with financial information and spreadsheets.
• Experience in-person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• Knowledge of small business products and services.
• Bilingual skills.

Responsibilities

• Provide specialized and personalized financial guidance to clients across borrowing and banking offerings.
• Acquire new clients and deepen relationships by meetings and presenting tailored solutions.
• Balance sales, operational risk, and client care by leveraging specialized expertise.
• Trains at one financial center, then potentially moves to another location within commuting distance.

Skills

B2B sales

Effective communication

Customer service

Proven sales track record

Partnership building

Outbound phone sales

Financial information

In-person sales

Small business banking

Goal orientation

Bilingual

Tools

Spreadsheets

Job description

Responsibilities

• Provides 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.
• Acquires new and deepens existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.
• Balances sales performance, operational risk, and client relationship care by leveraging specialized expertise.
• Trains at one financial center, then potentially moves to another location that is within a reasonable commuting distance of home.

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 the 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

Core Competencies

Demonstrates expertise in business-to-business sales and small business banking, with a strong focus on client relationship management and problem resolution. Proven ability to influence clients and achieve financial goals through personalized service and effective communication.