Bilingual Banking Client Solutions Advisor

Bank of America; Chandler (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America in Chandler, AZ is hiring a client solutions advisor to connect clients with financial products and services. You will balance service requests with sales opportunities and tailor solutions to life and financial goals.

The role requires bilingual English/Spanish, at least 1 year in up-selling or cross-selling, strong communication, teamwork, and flexibility to work weekends. A high school diploma is the minimum education.

Qualifications

• Fluent in Spanish and English required.
• Minimum 1 year of up-selling/ cross-selling experience.
• 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

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Active Listening

Problem Solving

Research

Referral Identification

Education

High School Diploma/GED

Job description

Bank of America in Chandler, AZ is hiring a client solutions advisor to connect clients with financial products and services. You will balance service requests with sales opportunities and tailor solutions to life and financial goals.

The role requires bilingual English/Spanish, at least 1 year in up-selling or cross-selling, strong communication, teamwork, and flexibility to work weekends. A high school diploma is the minimum education.