William Solis Email & Phone Number

United States

Ft Lauderdale

Business Banking banking needs of businesses with $.5 million to $20 million in revenue. Manage a portfolio of clients by building relationships and providing financial advice to business clients with a focus on client experience and risk management.Building collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.Building relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensures profitability of portfolio.Building and utilize referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship.Protecting the firm by following sound risk management protocols and adhering to regulatory requirements.Developing and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.

I manage business relationships from 1MM in sales to about 10MM. I provide solutions for financing and working capital .