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Business Advisor
1 week ago
About the Role
As a key member of our team, you will be responsible for managing a portfolio of high-value and complex small business relationships to achieve retention and other negotiated goals.
- You will provide exceptional service throughout the customer's journey by building strong, ongoing relationships and providing comprehensive advice to help them build successful businesses.
- Partner with fellow advisors to create a customer-centric environment that fosters growth and development.
What You Will Have
- A results-oriented attitude and sound knowledge of the small business market, including financial statements, risk management policies, and legal documentation.
- Excellent business development techniques and an understanding of small business legal structures, life cycles, competitor offerings, and alternate sources of financing.
- Strong organizational skills and adaptability to a constantly changing environment.
- Strong relationship-building and communication skills, with the ability to collaborate with others.
Our Offering
- The opportunity to work with a forward-thinking company that values collaboration and professional development.
- A competitive compensation and benefits package that supports your growth and well-being.