Responsibilities:Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needsResponds to customer inquiries and concerns, creating customized solutionsSells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loansIdentifies client needs for licensed sales functions, making referrals to Line of Business partnersQuotes rates, terms, and programs for banking solutionsManages risk in every business, product, and service transaction leveraging available toolsRequired Qualifications:Fluent in Spanish and English required. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.