Target- Bilingual Advanced Client Solutions Specialist- Jacksonville, FL

About the role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This role is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. You will balance service requests and sales opportunities, provide subject matter expertise on financial solutions, ask clients probing questions to understand their life and financial goals, and pair new solutions and services to meet client needs.

Responsibilities

• Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
• Respond to customer inquiries and concerns, creating customized solutions.
• Sell and fulfill banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans.
• Identify client needs for licensed sales functions, making referrals to Line of Business partners.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in every business, product, and service transaction leveraging available tools.

Requirements

• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections.
• Comfortable receiving ongoing performance feedback and coaching.
• Comfortable with ongoing change and learning new technology/processes.
• Minimum of an intermediate level of proficiency with computers.
• Self-motivated with excellent organizational skills.
• Strong decision-making and problem-solving skills.
• Bilingual (Spanish) required.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Desired: Experience in the banking/financial industry.
• Desired: Experience working in a call center.
• Desired: Experience in telephone sales.

Skills

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Interpret Relevant Laws, Rules, and Regulations
• Adaptability
• Client Experience Branding
• Customer Service Management
• Issue Management
• Problem Solving
• Active Listening
• Business Development
• Consulting
• Referral Identification
• Research

Schedule

Training starts Monday, October 5, 2026, with a schedule of Monday–Friday, 9:00 AM–5:30 PM. This is a 1st shift role with 40 hours per week.