Bilingual Personal Banker
Wells Fargo
Sr. Advisor, Small Business - Bilingual Required
FNBO
full-time
Posted on:
Location: Colorado, Illinois, Iowa, Kansas • 🇺🇸 United States
Visit company websiteSalary
💰 $88,067 - $145,309 per year
Job Level
Senior
About the role
- Summary of the Job: As a trusted financial partner, the senior advisor (SBSA) is a small business financial solution expert that helps business owners build confidence in their financial decision making.\n
- The SBSA delivers “in the moment” advice across the full spectrum of small business banking solutions—from lending and credit facilities to treasury management and merchant services.\n
- The SBSA plays a vital role within FNBO’s small business ecosystem, growing and retaining customers, expanding our deposit base, loan portfolio, and core product adoption.\n
- About This Role: Operating within a dynamic and evolving business environment, this position requires exceptional adaptability and efficiency.\n
- The ideal candidate excels at working collaboratively with colleagues throughout FNBO, effectively connecting branch staff, community banking teams, and subject matter experts in products and processes.\n
- Key Accountabilities: Deliver “in the moment” advice to small business customers via digital tools (phone, video, email, online tools)\n
- Serve as a small business financial solution expert, providing tailored solutions across deposit products, loans and lines up to $250K, credit card, and payments based on the unique needs of the customer\n
- Manage the end-to-end lending journey from initial inquiry to loan closing\n
- Manage a portfolio of high-value small business customers to drive retention, growth, and optimal service\n
- Consistently use the Salesforce platform as the central customer management tool – ensuring comprehensive visibility regarding customer needs\n
- Facilitate smooth referral transitions to FNBO expert resources (Bankers, Merchant Advisors, Community RMs, Payment Advisors)\n
- Exemplify high standards of service while providing feedback and insights to continuously improve the small business operating model\n
- The Ideal Candidate for This Role: Qualifications Required: Bachelor''s degree or equivalent work experience\n
- Fluent in Spanish\n
- 2 + years experience advising small business customers on financial solutions\n
- Desired: Strong business acumen with knowledge of diverse types of businesses and industries.\n
- Demonstrated sales practices and acumen\n
- Excellent communication and interpersonal skills\n
- Highly collaborative and effective team player\n
- Highly proficient in digital tools and platforms (MS office suite, Salesforce, Phone Systems)
Requirements
- Bachelor's degree or equivalent work experience\n
- Fluent in Spanish\n
- 2 + years experience advising small business customers on financial solutions
