Bilingual Business Banking Solutions Advisor

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

Job summary

Bank of America is seeking a Client Advisor to deliver specialized financial guidance and build lasting relationships with clients across the full spectrum of borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales with risk and service quality.

The role requires strong communication, a proven sales track record, and the ability to work with internal partners to meet client needs.

Qualifications

• Experience in business-to-business sales and/or small business banking preferred.
• Strong communication skills with ability to influence clients and deliver customer service.
• Outbound phone sales experience advantageous.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships by leveraging bank capabilities.
• Analyzes client needs to propose suitable financial services.
• Conducts outreach and pipeline management with consistent follow-up.
• Decides on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience

Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America is seeking a Client Advisor to deliver specialized financial guidance and build lasting relationships with clients across the full spectrum of borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales with risk and service quality.

The role requires strong communication, a proven sales track record, and the ability to work with internal partners to meet client needs.