Senior Banker -Bilingual Mandarin required

Bank of America • Rosemead, CA

6d • Onsite

About The Position

At Bank of America, Senior Bankers help make clients’ financial lives better while contributing to Responsible Growth. The role is the first point of contact for financial center clients and involves identifying the personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients with specialists. Senior Bankers deepen client relationships through platform services, help clients with self-service and transactional activities, and provide exceptional client care. They proactively connect with clients through outbound calls and consistent follow-up routines.

This position is open across the market, and the specific Financial Center location is based on business needs. Employees train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

• Minimum of 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, acting in the client’s best interest.
• Ability to collaborate effectively, complete work with others, 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 communicate confidently and comfortably 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 to meet client needs.
• Effective time-management and organizational skills, including prioritizing and handling multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of the role’s start date; the exact timeframe varies by location and state law.
• Must be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
• Bilingual Mandarin 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 previous experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies as client needs are identified, and help clients navigate their 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 performing daily activities, including opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate 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.
• Support clients with platform services, self-service activities, and transactions, and connect them to specialists when appropriate.

Benefits

• Benefits eligibility
• Paid time off
• Access to resources and support for employees
• Formulaic incentive plan participation, with incentives based on performance against defined metrics

What This Job Offers

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