Credit Solutions Advisor - Epps Bridge Parkway

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. The role involves acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to help clients achieve their financial goals. The position requires effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

What You Will Do

You will recommend financial advice and guidance that align with client financial goals and needs, and build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank. You will analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services. You will connect with clients through outreach and pipeline management activities, conduct consistent follow-up routines, make decisions on client requests, and make referrals to appropriate internal partners.

Why It Might Be a Fit

This role is suited for candidates with demonstrated experience and proven success in business-to-business sales or small business banking, a proven sales track record, and effective customer service skills. You should have strong communication skills to influence clients and be experienced with outbound phone sales. The position offers the opportunity to build productive partnerships and working relationships while providing specialized guidance to financial center associates.

Requirements

• 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.