Bilingual Small-Business Financial Advisor

Bank of America; San Ramon (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is hiring for a client-focused role within its financial centers, serving clients through a full spectrum of borrowing and banking offerings. The position emphasizes acquiring and deepening relationships while balancing sales, risk, and client care.

You will train at a financial center and may be placed at another nearby location; you will work to provide tailored financial solutions and exceptional service to clients across the life plan stages.

Qualifications

• This role requires bilingual Spanish and experience in business-to-business sales or small business banking.
• Strong communication skills to influence clients and manage end-to-end client experiences.
• Proven sales track record with ability to build productive partnerships and outbound outreach.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships using the bank's full capabilities.
• Analyzes client needs to propose appropriate borrowing and banking services.
• Maintains outreach and pipeline management with consistent follow-up.
• Decides on client requests and refers to internal partners when needed.
• Collaborates with leaders to coach associates for exceptional client experiences.

Skills

Client Management

Relationship Building

Sales

Prospecting

Communication

Pipeline Management

Outbound Sales

Problem Solving

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-focused role within its financial centers, serving clients through a full spectrum of borrowing and banking offerings. The position emphasizes acquiring and deepening relationships while balancing sales, risk, and client care.

You will train at a financial center and may be placed at another nearby location; you will work to provide tailored financial solutions and exceptional service to clients across the life plan stages.