Senior Banker II - Technology Park Financial Center - Bilingual Mandarin Required

Bank of America•Norcross, MN

2d•Onsite

About The Position

At Bank of America, the Senior Banker II helps individual and small business clients identify personal banking needs, recommends appropriate solutions, and connects clients with specialists. The role balances client service requests with transactional activities, including in-person service and inbound calls. It involves proactively engaging clients, following up consistently, and managing complex client interactions. The banker builds and deepens client relationships by identifying financial needs and recommending suitable products, services, and solutions. They respond to inquiries, introduce and fulfill banking products, quote rates and terms, manage transaction risk, and partner with consumer, small business, Merrill, and lending teams. The role also helps clients use self-service technologies and available digital resources while maintaining operational accuracy and complying with applicable processes, laws, guidelines, and regulatory requirements. This position requires Mandarin fluency and the ability to obtain or hold a notary commission in the state of employment. The role is in-office, scheduled for 40 hours per week on first shift, and may require weekend or extended hours and work at another financial center within a reasonable distance.

Requirements

At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in the client's best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment and drive to improve clients' financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Strong written and verbal communication skills.
Ability to communicate confidently and effectively with clients in person and by phone.
Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adapt to changing circumstances.
Strong critical-thinking and problem-solving skills.
Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting; the timeframe varies by location and state law.
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
Mandarin bilingual ability required.
High school diploma, GED, secondary school, or equivalent.

Nice To Haves

Associate's or bachelor's degree in business, finance, or a related field.
Experience working in a financial center where goals were met or exceeded.
Retail and/or sales experience in a salary-plus-incentive environment.
Experience working in an environment with individual and/or team goals that were routinely met or exceeded.
Experience with financial information, spreadsheets, and financial skills.
Knowledge of banking products and services.
Strong computer skills, including Microsoft applications, and prior experience using laptop technology.

Responsibilities

Build and deepen relationships with individual and small business clients by uncovering their financial needs and recommending suitable products, services, and solutions.
Respond to client inquiries and concerns and provide customized solutions.
Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
Identify needs for licensed sales functions and refer clients to partners, including Merrill, Lending, and Small Business.
Quote rates, terms, and programs for banking solutions.
Manage risk in business, product, and service transactions using available tools.
Use expertise to engage clients with more complex financial needs.
Partner with teams to provide consumer and small business solutions, services, and strategies, and help clients navigate their priorities.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
Follow established processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping.
Manage client interactions in the best interests of the bank and clients while complying with regulatory requirements.