Bilingual Financial Solutions Advisor

Bank of America; Miami Beach (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Center Advisor to provide specialized and personalized service, guiding clients through borrowing and banking offerings at key life stages. You will acquire new relationships and deepen existing ones by presenting customized solutions to help clients reach financial goals, balancing sales, operational risk, and client care.

The role supports an open market with location flexibility; training occurs at a designated financial center, followed by potential

Qualifications

• High school diploma or equivalent required.
• Experience with B2B sales and small business banking preferred.
• Bilingual Spanish required.
• Excellent communication and customer service skills.
• Ability to balance sales, risk and client relationships.

Responsibilities

• Recommends financial advice and guidance aligning with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client financial needs to propose appropriate services.
• Outreach and pipeline management with consistent follow-up.
• Collaborates with center leaders and partners to deliver exceptional client experiences.

Skills

Bilingual Spanish

Business-to-Business sales

Small business banking

Strong communication

Customer service

Sales track record

Outbound phone sales

Relationship building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Center Advisor to provide specialized and personalized service, guiding clients through borrowing and banking offerings at key life stages. You will acquire new relationships and deepen existing ones by presenting customized solutions to help clients reach financial goals, balancing sales, operational risk, and client care.

The role supports an open market with location flexibility; training occurs at a designated financial center, followed by potential