Bilingual Banking Solutions Advisor

National Black MBA Association; Beltsville (MD); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits eligibility

Incentive plan

Job summary

Bank of America is seeking a client-focused advisor to deliver personalized financial solutions across borrowing and banking offerings at every life stage. You will acquire and deepen client relationships by meetings, presenting tailored options, and balancing sales performance with risk and client-care goals, working with center leaders to enhance the client experience.

The role requires bilingual Spanish, proven B2B or small business banking sales, strong communication, and a track record of

Qualifications

• Bilingual Spanish
• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow‑up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Management

Risk Management

Pipeline Management

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused advisor to deliver personalized financial solutions across borrowing and banking offerings at every life stage. You will acquire and deepen client relationships by meetings, presenting tailored options, and balancing sales performance with risk and client-care goals, working with center leaders to enhance the client experience.

The role requires bilingual Spanish, proven B2B or small business banking sales, strong communication, and a track record of