Business Solutions Advisor - Fountains of Miramar Financial Center - Miramar, FL - Bilingual Spanish Required

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports every teammate’s success, career growth, and well-being through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college, and varied work and life experiences, fostering resilience, leadership, and innovation.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Clear in-office expectations are balanced with role-specific flexibility. Internal employees currently working from home are eligible to apply but may be required to work onsite if selected.

About the role

This role provides specialized and personalized service, offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. You will acquire new and deepen existing client relationships by conducting meetings and presenting customized solutions to help clients achieve their financial goals. The role balances sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities

• Recommend financial advice and guidance that align with client financial goals and needs
• Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services tailored to client priorities
• Connect with clients through outreach and pipeline management activities, conducting consistent follow-up to meet client needs
• Make decisions on client requests and referrals to appropriate internal partners based on client needs
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to associates during client meetings

Requirements

• Bilingual (Spanish)
• Demonstrated experience and proven success with business-to-business sales and/or small business banking
• Strong communication skills with the ability to effectively influence clients
• Effective customer service skills to manage the full client end-to-end experience and problem resolution
• Proven sales track record
• Ability to build productive partnerships and working relationships
• Experience with outbound phone sales

Qualifications

• 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
• High School Diploma, GED, or equivalent

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

Schedule

• 1st shift
• 40 hours per week