Bilingual Financial Solutions Advisor – SMB Banking

Tech Sales Jobs; San Ramon (CA); Presencial; USD 36 000 - 47 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits eligible

Resumo da oferta

Bank of America is seeking a Business Solutions Advisor for the Greater Silicon Valley market. The role focuses on providing specialized service and guidance to clients through borrowing and banking offerings, balancing sales with risk and relationship care.

Open to a national market with location-flexible placement among financial centers. The position emphasizes developing client relationships, proactive outreach, and collaboration with leadership to deliver an exceptional client experience.

Qualificações

• Bilingual Spanish required.
• Has demonstrated experience and proven success in business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Excellent customer service with end-to-end client experience and problem resolution.
• Proven sales track record and ability to build productive partnerships.
• Experience with outbound phone sales.

Responsabilidades

• 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 bank's full capabilities.
• Analyzes client financial needs and suggests suitable borrowing and banking solutions.
• Connects with clients through outreach and pipeline management and follows up to meet client needs.
• Partners with leaders to coach associates for delivering exceptional client experiences.

Conhecimentos

Bilingual Spanish

B2B sales

Communication skills

Customer service

Sales track record

Partnerships

Outbound sales

Formação académica

High School Diploma / GED

Descrição da oferta de emprego

Bank of America is seeking a Business Solutions Advisor for the Greater Silicon Valley market. The role focuses on providing specialized service and guidance to clients through borrowing and banking offerings, balancing sales with risk and relationship care.

Open to a national market with location-flexible placement among financial centers. The position emphasizes developing client relationships, proactive outreach, and collaboration with leadership to deliver an exceptional client experience.