Bilingual Banking Solutions Advisor for Small Business

ghr; Hayward (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Bank of America in Hayward, CA seeks a client-facing Financial Center Associate focused on guiding clients through borrowing and banking solutions across life stages. You will acquire new relationships and deepen existing ones by presenting tailored financial options.

Balance sales goals with risk management and delivering exceptional client experiences, while collaborating with internal partners to provide specialized guidance during client meetings and team sessions.

Qualifications

• Bilingual Spanish for client communication.
• Proven success with B2B sales and/or small business banking.
• Strong communication and client influence skills.
• Excellent customer service and end-to-end experience management.
• Demonstrated sales track record in financial services.
• 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 full capabilities of the bank.
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client’s unique priorities.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs.
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs.
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience.

Skills

Bilingual Spanish

B2B sales

Strong communication

Customer service

Sales track record

Outbound sales

Education

High School Diploma

Job description

Bank of America in Hayward, CA seeks a client-facing Financial Center Associate focused on guiding clients through borrowing and banking solutions across life stages. You will acquire new relationships and deepen existing ones by presenting tailored financial options.

Balance sales goals with risk management and delivering exceptional client experiences, while collaborating with internal partners to provide specialized guidance during client meetings and team sessions.