Bilingual Banking Solutions Advisor

Bank of America

San Jose (CA)

On-site

USD 54,000 - 72,000

Full time

3 days ago

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Job summary

Bank of America is seeking a skilled client advisor for its San Jose, CA market. The role focuses on offering specialized guidance across borrowing and banking options to help clients meet life goals.

You will acquire new relationships and deepen existing ones by presenting tailored solutions and maintaining a high level of service throughout the client life cycle. The position emphasizes balancing sales performance with operational risk and client care, requiring bilingual Vietnamese

Qualifications

Bilingual Vietnamese required for client interactions.
Experience in business-to-business sales and/or small business banking.
Strong communication and customer service skills with a proven sales track record.
Ability to build partnerships and manage end-to-end client experiences.
Experience 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 bank's full capabilities.
Analyzes client financial needs and suggests banking solutions matching priorities.
Connects with clients through outreach and pipeline management with consistent follow-up.
Makes decisions on client requests and referrals to internal partners as needed.
Collaborates with leaders to coach associates during meetings for exceptional client experience.