Provides personalized banking and borrowing guidance to financial center clients, develops new and existing relationships, assesses financial needs, recommends services, manages outreach pipelines, and makes internal referrals. The role requires bilingual Spanish communication, business-to-business sales or small business banking experience, strong customer service, outbound phone sales, and a proven sales record. It also supports financial center associates through specialized coaching and guidance while balancing sales performance, operational risk, and client care.