Talent.com
Business Solutions Advisor - Panorama City Financial Center - Bilingual Spanish Required

Business Solutions Advisor - Panorama City Financial Center - Bilingual Spanish Required

Bank of AmericaPanorama City, CA, US
16 hours ago
Job type
  • Full-time
Job description

Bank Of America Financial Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing 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. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities

  • Recommends financial advice and guidance that align with client financial goals and needs
  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications

  • Bilingual Spanish required.
  • Has demonstrated experience and proven success with business-to-business sales, or small business banking.
  • Has strong communication skills with the ability to effectively influence clients.
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
  • Has a proven sales track record.
  • Is able to build productive partnerships and working relationships.
  • Is experienced with outbound phone sales.
  • Desired 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.
  • A working knowledge of small business products and services.
  • 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
  • Minimum Education Requirement

    High School Diploma / GED / Secondary School or equivalent

    The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position :

    FDIC; Safe Act; Loan Originators

    Shift : 1st shift (United States of America)

    Hours Per Week : 40

    Pay Transparency details US - CA - Panorama City - 8324 Van Nuys Blvd - PANORAMA CITY BC (CA6122) Pay and benefits information Pay range $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and / or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

    Create a job alert for this search

    Financial Advisor • Panorama City, CA, US

    Related jobs
    • Promoted
    Bilingual Branch Wholesale Product Specialist (Spanish)

    Bilingual Branch Wholesale Product Specialist (Spanish)

    Sherwin WilliamsVan Nuys, CA, US
    Full-time
    This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Wholesale Product Spe...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Retail Sales Specialist (Bilingual Spanish)

    Retail Sales Specialist (Bilingual Spanish)

    California StaffingLittlerock, CA, US
    Full-time
    This role requires the ability to work lawfully in the U.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving the way for a long and rewarding career with us.Do you...Show moreLast updated: 16 hours ago
    • Promoted
    Bilingual Customer Support Representative

    Bilingual Customer Support Representative

    VirtualVocationsVan Nuys, California, United States
    Full-time
    A company is looking for a Customer Service / Tech Support Representative - Media (Bilingual : English / Portuguese) - Remote. Key Responsibilities Provide inbound customer support in the customer'...Show moreLast updated: 30+ days ago
    • Promoted
    Spanish Private Tutoring Jobs Santa Clarita

    Spanish Private Tutoring Jobs Santa Clarita

    SuperprofSanta Clarita, CA, US
    Full-time +1
    Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 41 countries, making education accessible to everyone, everywhere.Sup...Show moreLast updated: 18 days ago
    • Promoted
    Retail Sales Specialist (Bilingual Spanish)

    Retail Sales Specialist (Bilingual Spanish)

    SPECTRUMLos Angeles, CA, US
    Full-time
    This role requires the ability to work lawfully in the U.Earn $20 / hour base pay, with the potential to earn $25.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 17 days ago
    • Promoted
    Travel Speech Language Pathologist

    Travel Speech Language Pathologist

    Aequor AlliedQuartz Hill, CA, US
    Full-time
    Aequor Allied is seeking a travel Speech Language Pathologist for a travel job in Quartz Hill, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 37 hours per w...Show moreLast updated: 30+ days ago
    • Promoted
    Spanish Private Tutoring Jobs Burbank

    Spanish Private Tutoring Jobs Burbank

    SuperprofBurbank, CA, US
    Full-time +1
    Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 41 countries, making education accessible to everyone, everywhere.Sup...Show moreLast updated: 18 days ago
    • Promoted
    Temporary Bilingual Spanish Call Center Representative

    Temporary Bilingual Spanish Call Center Representative

    Ultimate StaffingLos Angeles County, CA, United States
    Full-time
    Ultimate Staffing Services is actively seeking a Temporary Bilingual Spanish Call Center Representative for a six-month assignment located in Pasadena, CA. This role offers an excellent opportunity ...Show moreLast updated: 3 days ago
    • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Aequor AlliedQuartz Hill, CA, US
    Full-time
    Aequor Allied is seeking a travel Occupational Therapist for a travel job in Quartz Hill, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 37 hours per week (...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Solutions Advisor - Riverside Woodman Financial Center

    Business Solutions Advisor - Riverside Woodman Financial Center

    Bank of AmericaSherman Oaks, CA, US
    Full-time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible G...Show moreLast updated: 3 hours ago
    • Promoted
    Payroll Specialist

    Payroll Specialist

    Vaco by HighspringAltadena, California, United States
    Full-time
    Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...Show moreLast updated: 30+ days ago
    • Promoted
    Spanish Private Tutoring Jobs Palmdale

    Spanish Private Tutoring Jobs Palmdale

    SuperprofPalmdale, CA, US
    Full-time +1
    Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 41 countries, making education accessible to everyone, everywhere.Sup...Show moreLast updated: 18 days ago
    • Promoted
    Retail Sales Specialist - Part-Time (Bilingual Spanish)

    Retail Sales Specialist - Part-Time (Bilingual Spanish)

    SPECTRUMLos Angeles, CA, US
    Part-time
    This role requires the ability to work lawfully in the U.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving the way for a long and rewarding career with us.Do you...Show moreLast updated: 17 days ago
    • Promoted
    Bilingual Retail Sales Consultant

    Bilingual Retail Sales Consultant

    SPECTRUMQuartz Hill, CA, US
    Full-time
    This role requires the ability to work lawfully in the U.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving the way for a long and rewarding career with us.Do you...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Business Solutions Advisor - El Segundo Financial Center

    Business Solutions Advisor - El Segundo Financial Center

    California StaffingEl Segundo, CA, US
    Full-time
    Business Solutions Advisor - El Segundo Financial Center.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this b...Show moreLast updated: 16 hours ago
    • Promoted
    • New!
    Business Solutions Advisor - Panorama City Financial Center - Bilingual Spanish Required

    Business Solutions Advisor - Panorama City Financial Center - Bilingual Spanish Required

    California StaffingPanorama City, CA, US
    Full-time
    Business Solutions Advisor - Panorama City Financial Center.Bilingual Spanish Required Panorama City, California.To proceed with your application, you must be at least 18 years of age.At Bank of Am...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Business Solutions Advisor - Riverside Woodman Financial Center

    Business Solutions Advisor - Riverside Woodman Financial Center

    California StaffingSherman Oaks, CA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This includes our commitment to being an inclusive workplace, attract...Show moreLast updated: 3 hours ago
    Merchant Consultant - Bilingual in Spanish

    Merchant Consultant - Bilingual in Spanish

    Universal ProcessingArcadia, CA, US
    Full-time
    Quick Apply
    Are you ready to go uP? We are named in Top Workplaces NYC for 2024 We are one of the winners of USPAACC’s Fast 100 Asian American Business awards We are recognized as one of the Top 50...Show moreLast updated: 30+ days ago