Bilingual Advanced Client Solutions Advisor

National Black MBA Association; Jacksonville (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Jacksonville, FL is hiring for a client-focused banking professional. The role centers on connecting clients with a breadth of financial solutions, balancing service requests with sales opportunities, and providing subject matter expertise on financial products.

Key tasks include deepening client relationships, handling inquiries with customized solutions, and guiding clients through banking products while maintaining compliance and risk controls.

Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language
• Comfortable receiving ongoing performance feedback and coaching
• Comfortable with ongoing change and learning new technology/processes
• Minimum of an intermediate level of proficiency with computers
• Self‑motivated with excellent organizational skills
• Strong decision‑making and problem-solving skills
• Bilingual Spanish Required

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Interpret Relevant Laws, Rules, andReg

Adaptability

Client Experience Branding

Customer Service Management

Issue Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Jacksonville, FL is hiring for a client-focused banking professional. The role centers on connecting clients with a breadth of financial solutions, balancing service requests with sales opportunities, and providing subject matter expertise on financial products.

Key tasks include deepening client relationships, handling inquiries with customized solutions, and guiding clients through banking products while maintaining compliance and risk controls.