Bilingual Banking Solutions Advisor

Bank of America; Fort Worth (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Fort Worth is seeking a bilingual client services associate to connect clients with financial solutions and balance service with sales. You will build relationships by uncovering needs and recommending the best products, services, and solutions to meet those needs.

You will respond to inquiries with customized solutions, sell banking products such as checking accounts, CDs, IRAs, and loans, and identify needs for licensed sales referrals to partners, while upholding risk and

Qualifications

• Fluent in English and Spanish; bilingual communication required.
• Willingness to work weekends and holidays.
• Ability to understand client needs and present options clearly.
• Strong organization and self-motivation.
• Experience in banking or call center is a plus.

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

Bilingual English/Spanish

Customer service

Communication

Problem solving

Sales orientation

Teamwork

Education

High School Diploma / GED

Job description

Bank of America in Fort Worth is seeking a bilingual client services associate to connect clients with financial solutions and balance service with sales. You will build relationships by uncovering needs and recommending the best products, services, and solutions to meet those needs.

You will respond to inquiries with customized solutions, sell banking products such as checking accounts, CDs, IRAs, and loans, and identify needs for licensed sales referrals to partners, while upholding risk and