Bilingual Small Business Banking Advisor

Bank of America; Bradenton (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America is hiring a Client Advisor to provide tailored financial guidance and build deep client relationships across lending and banking products. You will engage with clients to understand goals, propose solutions, and manage risk while delivering excellent service in a team-driven environment.

The role emphasizes proactive outreach, collaboration with partners, and a focus on achieving client satisfaction and business growth within the Florida market.

Qualifications

• Bilingual Spanish required.
• Experience with business-to-business sales and/or small business banking.
• Strong communication skills with ability to influence clients.
• Customer service skills to manage end-to-end client experience.

Responsibilities

• Recommends financial guidance aligned with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs to propose suitable financial services.
• Connects with clients via outreach and maintains pipeline.
• Makes referrals to internal partners based on client needs.
• Coaches financial center teams to deliver exceptional client experiences.

Skills

Client Management

Relationship Building

Prospecting

Pipeline Management

Attention to Detail

Collaboration

Risk Management

Referral Management

Customer Focus

Communication

Education

High School Diploma / GED

Job description

Bank of America is hiring a Client Advisor to provide tailored financial guidance and build deep client relationships across lending and banking products. You will engage with clients to understand goals, propose solutions, and manage risk while delivering excellent service in a team-driven environment.

The role emphasizes proactive outreach, collaboration with partners, and a focus on achieving client satisfaction and business growth within the Florida market.