Bilingual Financial Solutions Advisor — Small Business

Bank of America; Florida; On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America in Florida is seeking a bilingual Spanish Financial Center Advisor who will provide specialized service and guidance to clients through borrowing and banking offerings while balancing sales, risk, and client care.

You will acquire new clients and deepen relationships by meeting with clients and presenting customized solutions to help achieve financial goals; strong communication and outbound sales experience are important.

Qualifications

• Bilingual Spanish
• Experience in business-to-business sales and/or small business banking
• Strong communication skills with the ability to effectively influence clients
• Excellent customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Proven sales track record
• Ability to build productive partnerships and working relationships
• Experienced with outbound phone sales
• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services

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

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit & Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Florida is seeking a bilingual Spanish Financial Center Advisor who will provide specialized service and guidance to clients through borrowing and banking offerings while balancing sales, risk, and client care.

You will acquire new clients and deepen relationships by meeting with clients and presenting customized solutions to help achieve financial goals; strong communication and outbound sales experience are important.