Senior Banker - Bayside NY Area - Bilingual Mandarin Required

Bank of America • Bayside, WI

1d • $26 - $32 • Onsite

About The Position

The Senior Banker serves as a first point of contact for financial center clients, identifying personal banking needs for individuals and small businesses, offering suitable solutions, and connecting clients with 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 client calls and consistent follow-up routines.

The position partners with teams to deliver consumer and small business solutions, services, and strategies; educates clients on self-service technologies; and uses available resources, technology, and processes to deliver an accurate, efficient client experience. The Senior Banker follows applicable processes, laws, and guidelines for activities such as account opening, account maintenance, and Digital Assisted Shopping, and manages client interactions in accordance with regulatory requirements. The role requires Mandarin bilingual skills and may involve work at financial center locations within a reasonable distance.

Requirements

• Bilingual Mandarin required.
• 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 and clients’ best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills.
• Ability to communicate effectively and confidently and engage 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 skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Must be a commissioned notary or able to successfully obtain a notary commission in the state of employment within a few months of starting; exact timing varies by location due to state laws.
• Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
• Minimum education requirement: 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

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies based on their banking needs and life 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 when performing activities such as opening accounts, account maintenance, and 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

• Benefits eligibility.
• Access to paid time off.
• Formulaic incentive plan participation, with monthly, quarterly, and/or annual incentive opportunities based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED