Business Solutions Advisor - Camarillo Financial Center
About The Position
The Business Solutions Advisor provides specialized, personalized service and advice to financial center clients across borrowing and banking offerings, supporting clients through the stages of their financial plans. The role acquires new client relationships and deepens existing ones by conducting client meetings and presenting customized solutions that help clients pursue their financial goals. The advisor balances sales performance, operational risk, and client relationship care while applying specialized expertise. The role also partners with financial center leaders, performance managers, and market leaders, providing specialized guidance and coaching to financial center associates during meetings to support an exceptional client experience. This position is based at the Camarillo Financial Center and is a 40-hour-per-week, first-shift role.
Requirements
- Demonstrated experience and proven success with business-to-business sales and/or small business banking.
- Strong communication skills and the ability to influence clients effectively.
- Effective customer service skills, including the ability to manage the full client experience and resolve problems.
- A proven sales track record.
- Ability to build productive partnerships and working relationships.
- Experience with outbound phone sales.
- High school diploma, GED, secondary school, or equivalent.
Nice To Haves
- 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.
- Working knowledge of small business products and services.
- Bilingual skills.
Responsibilities
- Recommend financial advice and guidance aligned with clients’ financial goals and needs.
- Build and deepen relationships with new and existing clients by leveraging the bank’s capabilities.
- Analyze clients’ financial needs and use knowledge of borrowing and banking to recommend suitable alternative or additional services.
- Connect with clients through outreach and pipeline management, and follow up consistently to meet their needs.
- Make decisions on client requests and refer clients to appropriate internal partners based on their needs.
- Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings.
Benefits
- Paid time off.
- Access to employee resources and support.
- Eligibility to participate in a formulaic incentive plan.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
