Bilingual Banking Solutions Advisor

Bank of America; Haines City (FL); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America in the United States seeks a client-focused advisor to deliver personalized financial guidance across borrowing and banking offerings. You will meet clients, present tailored solutions, and balance sales with risk and service quality to support life-stage goals.

Ideal candidates bring a proven sales record, strong communication, and the ability to build lasting partnerships while managing end-to-end client experiences.

Qualifications

• Bilingual Spanish
• Experience in business-to-business sales or small business banking
• Strong communication skills to influence clients
• Excellent customer service across end-to-end client experience
• Proven sales track record
• Ability to build productive partnerships
• Experience with outbound phone sales
• Experience with financial data, spreadsheets
• Experience in-person customer service and sales
• Experience with small business clients and goals
• Knowledge of small business products and services

Responsibilities

• Recommends financial guidance aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs to propose appropriate financial services.
• Engages clients through outreach and maintains follow-up routines.
• Makes decisions on client requests and referrals to internal partners.
• Collaborates with center leaders to coach associates for a superior client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Branding

Credit Documentation

Credit & Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a client-focused advisor to deliver personalized financial guidance across borrowing and banking offerings. You will meet clients, present tailored solutions, and balance sales with risk and service quality to support life-stage goals.

Ideal candidates bring a proven sales record, strong communication, and the ability to build lasting partnerships while managing end-to-end client experiences.