Senior Banker -Bilingual Mandarin required
About The Position
The Senior Banker serves as a first point of contact for financial center clients, uncovering personal banking needs for individual and small business clients, offering appropriate solutions, and connecting clients to specialists. The role deepens client relationships through platform services, supports self-service and transactional activities, and provides exceptional client care. It also involves proactive outbound calls and consistent follow-up routines. The position is open across the market, with the specific financial center determined by business needs. The employee will train at one financial center and may later move to another location within a reasonable commuting distance, as permitted by law. Bank of America maintains an in-office culture, and employees must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance. This is a 40-hour-per-week, first-shift role requiring Mandarin bilingual communication.
Requirements
- At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
- Bilingual Mandarin communication ability.
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client interests.
- Ability to collaborate effectively and build and nurture strong relationships.
- Passion, 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 engage confidently 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.
- Commissioned notary, or ability to successfully obtain a notary commission in the state of employment within a few months of starting; the timeframe varies by location due to state laws.
- Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
- High school diploma, GED, secondary school qualification, 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 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
- Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies after uncovering banking needs and helping clients navigate life priorities.
- Assist, educate, and train clients in 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 when opening accounts, maintaining accounts, and performing Digital Assisted Shopping.
- Manage client interactions by taking the best course of action for the bank and its clients while complying with regulatory requirements.
- Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
Benefits
- Paid time off.
- Access to resources and support for employees.
- Eligibility to participate in a formulaic incentive plan based on performance against defined metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
