Bilingual Banking Advisor - English/Spanish (Phone Support)

National Black MBA Association; Fort Worth (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in Fort Worth, TX is seeking a customer-focused Banking Associate who will connect clients with the breadth of bank solutions to help achieve financial goals.

The role balances service requests with sales opportunities, provides subject matter expertise on financial solutions, and asks probing questions to understand life and financial goals, pairing new solutions to meet client needs.

Qualifications

• Must be fluent in English and Spanish.
• 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, building rapport and handling objections.
• 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.

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, CDs, 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

Bilingual English/Spanish

Decision making

Problem solving

Customer service

Active listening

Education

HS Diploma

Job description

Bank of America in Fort Worth, TX is seeking a customer-focused Banking Associate who will connect clients with the breadth of bank solutions to help achieve financial goals.

The role balances service requests with sales opportunities, provides subject matter expertise on financial solutions, and asks probing questions to understand life and financial goals, pairing new solutions to meet client needs.