Bilingual Personal Banking Specialist

Bank of America Corporation; Santa Maria (CA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America Corporation is seeking a motivated client service professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients to specialists, and support self-service transactions with proactive follow-up.

You will partner with teams to offer consumer and small business solutions while maintaining exceptional client care, and you may be eligible for weekend and extended hours shifts at various financial center

Qualifications

• Minimum education requirement: High School Diploma or equivalent.
• Bilingual Spanish required.
• Ability to obtain notary commission in the state within a few months of start date.

Responsibilities

• Provide financial center client service as the first point of contact for both individuals and small business clients.
• Uncover personal banking needs and connect clients to appropriate specialists.
• Support clients with self-service or transactional activities and maintain strong follow-up routines.
• Partner with teams to offer consumer and small business solutions and navigate client priorities.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a motivated client service professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, connect clients to specialists, and support self-service transactions with proactive follow-up.

You will partner with teams to offer consumer and small business solutions while maintaining exceptional client care, and you may be eligible for weekend and extended hours shifts at various financial center