Bilingual Banking Solutions Advisor

Tech Sales Jobs; Haines City (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a Business Solutions Advisor in Haines City, FL to provide specialized advisory services across borrowing and banking offerings, guiding clients through life-stage financial plans. The role balances sales, risk, and client care while promoting an inclusive, in-office culture.

The position emphasizes developing client relationships, delivering customized solutions, and coordinating with internal partners to meet client needs and goals.

Qualifications

• Bilingual Spanish required.
• Experience in B2B sales and/or small business banking.
• Strong communication and client influence skills.
• Proven sales track record and ability to build partnerships.
• Outbound phone sales experience.

Responsibilities

• Recommends financial advice and guidance aligning with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client financial needs to tailor banking solutions.
• Outreaches to clients and maintains regular follow-up routines.
• Makes referrals to internal partners based on client needs.
• Coaches associates to deliver exceptional client experiences.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Credit Documentation

Credit Risk

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Prospecting

Relationship Building

Education

High School Diploma

Job description

Bank of America is seeking a Business Solutions Advisor in Haines City, FL to provide specialized advisory services across borrowing and banking offerings, guiding clients through life-stage financial plans. The role balances sales, risk, and client care while promoting an inclusive, in-office culture.

The position emphasizes developing client relationships, delivering customized solutions, and coordinating with internal partners to meet client needs and goals.