Business Solutions Advisor

Responsibilities

• Offer tailored financial guidance aligned with each client's goals and needs.
• Develop and deepen relationships with new and existing clients by leveraging the bank's full suite of capabilities.
• Assess client needs and apply knowledge of borrowing and banking to recommend alternative or additional services that fit their priorities.
• Engage clients through proactive outreach and pipeline management, with consistent follow-up to address requirements.
• Process client requests and route referrals to appropriate internal partners based on needs.
• Collaborate with financial center leadership, performance managers, and market leaders to provide specialized guidance and coaching to associates, supporting an excellent client experience.

Requirements

• Bilingual Vietnamese required.
• Demonstrated experience and success in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients effectively.
• Proven customer service skills with capability to manage the full end-to-end client experience and resolve issues.
• Proven sales track record.
• Able to build productive partnerships and working relationships.
• Experience with outbound phone sales.
• Education: High School Diploma / GED / Secondary School or equivalent.

Details

• Location: Westminster, CA (onsite)
• Shift: 1st shift (United States of America)
• Hours per week: 40
• Compensation: USD 26 - 34 per hour
• Regulatory note: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the FDIC; Safe Act; Loan Originators

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