Bilingual Banking Solutions Advisor

Bank of America; Hayward (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America is seeking a client-focused Financial Center Specialist in Hayward, CA. You will advise clients on borrowing and banking options, build deep relationships, and balance sales with risk and service to deliver a superior client experience.

You will engage with small business clients, proactively manage a pipeline, and collaborate with leaders to coach teammates. Bilingual Spanish is required; inbound/outbound outreach is expected to meet goals and expand client relationships.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• FDIC; Safe Act; Loan Originators restrictions apply to hiring.

Responsibilities

• Recommends financial advice aligned with client goals.
• Builds and deepens client relationships using the bank's capabilities.
• Analyzes client needs to propose borrowing and banking solutions.
• Outreach and pipeline management with regular follow-up.
• Decides on client requests and refers to internal partners as needed.
• Coaches associates during meetings to enhance 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

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused Financial Center Specialist in Hayward, CA. You will advise clients on borrowing and banking options, build deep relationships, and balance sales with risk and service to deliver a superior client experience.

You will engage with small business clients, proactively manage a pipeline, and collaborate with leaders to coach teammates. Bilingual Spanish is required; inbound/outbound outreach is expected to meet goals and expand client relationships.