Bilingual Banking Solutions Advisor

United States Digital Space LLC; San Leandro (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

United States Digital Space LLC is seeking a financially savvy individual for a role focused on delivering personalized banking guidance to clients. This position emphasizes building and deepening relationships through the full spectrum of borrowing and banking offerings, with a strong focus on meeting client goals.

The ideal candidate has bilingual Spanish skills and a proven track record in outbound B2B sales or small business banking, coupled with excellent communication and

Qualifications

• Bilingual Spanish required and proven success in B2B sales or small business banking.

Responsibilities

• Recommends financial advice and guidance that align with client goals.
• Builds and deepens relationships with new and existing clients through full-service banking offerings.
• Analyses client needs and recommends appropriate financial services.
• Connects with clients via outreach and pipeline management with consistent follow-up.
• Partners with leaders to provide coaching during meetings for exceptional client experience.

Skills

Bilingual Spanish

Outbound phone sales

B2B sales

Small business banking

Strong communication skills

Client relationship management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is seeking a financially savvy individual for a role focused on delivering personalized banking guidance to clients. This position emphasizes building and deepening relationships through the full spectrum of borrowing and banking offerings, with a strong focus on meeting client goals.

The ideal candidate has bilingual Spanish skills and a proven track record in outbound B2B sales or small business banking, coupled with excellent communication and