Business Solutions Advisor - University Drive Financial Center - Plantation, FL - Bilingual Spanish Required

Bank of America • Plantation, FL

1d • Onsite

About The Position

At Bank of America, the Business Solutions Advisor provides specialized, personalized service and guidance to financial center clients across borrowing and banking offerings, supporting clients at each stage of their financial life plans. The role acquires new relationships and deepens existing ones by conducting client meetings and presenting customized solutions to help clients achieve their financial goals.

The advisor balances sales performance, operational risk, and client relationship care while using specialized expertise. The position is based at the University Drive Financial Center in Plantation, Florida, requires bilingual Spanish, and is scheduled for 40 hours per week on first shift. Bank of America maintains an in-office culture; onsite work may be required in accordance with its workplace excellence policy.

Requirements

• Bilingual Spanish.
• Demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills and the ability to influence clients effectively.
• Effective customer service skills, including the ability to manage the full client experience and resolve problems.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.
• High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

• 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.
• Working knowledge of small business products and services.

Responsibilities

• Recommend financial advice and guidance aligned with clients’ financial goals and needs.
• Build and deepen relationships with new and existing clients by leveraging the bank’s full capabilities.
• Analyze client financial needs and apply borrowing and banking knowledge to recommend services suited to each client’s priorities.
• Connect with clients through outreach and pipeline management, and follow up consistently to meet client needs.
• Make decisions on client requests and refer clients to appropriate internal partners based on their needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings, supporting an exceptional client experience.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED