Banking Operations & Customer Experience Specialist

Bank of China; City of Rochester (NY); Hybrid; USD 42,000 - 90,000; Full time

Job summary

Bank of China is seeking a Banking Customer Service Associate in the United States. You will promote business by delivering high-quality customer service to existing and potential customers, handle routine account requests, and ensure compliance with banking regulations.

The role requires 1-3 years in banking, strong communication skills, and Mandarin language ability. The position offers competitive compensation and opportunities to support various banking lines of business.

Qualifications

• Bachelor’s degree in business or related field is required.
• 1-3 years of work experience in banking business and retail banking
• Strong communication skills; multi-tasking skills
• Ability to present a professional image at all times
• Adequate knowledge of banking products and services
• In-depth knowledge of banking operational procedure to perform duties accurately and efficiently
• Bilingual capability in Mandarin is required

Responsibilities

• Assist customers with routine account related requests such as opening, modifying and closing accounts/debit cards, funds transfers, stop payments, inquiries about bank deposit products and service charges, review of accounts transactions, processing of special depository products and others
• Collect customer’s identification documents in accordance with the Bank’s KYC policy
• Maintain and enhance good customer relationships by providing high quality banking services to customers in a friendly and courteous manners
• Cross-sell bank products and services based on customer needs in accordance with the Bank’s policies and procedures
• Research and resolve customer problems, acts as customer liaison between other bank departments when necessary
• Prepare bank correspondences to customers and handle any returned mailing
• Prepare reports including but not limited to 1099 report, 1042s report, W-8 Form update report, CD Pre-maturity Notice report, Foreign Exchange Annual Statement Report etc.
• Input, maintain debit cards within system
• Handle daily operation of special depository products like CDARS, ICs, School District Deposit, and other structural deposit services
• Review and consolidate inactive accounts for processing of abandoned property in accordance to bank policies and procedures
• Conduct internal account reconciliation

Skills

Strong communication skills

Multi-tasking skills

Professional image

Education

Bachelor’s degree in business or related field

Master’s degree preferred

Job description

Bank of China is seeking a Banking Customer Service Associate in the United States. You will promote business by delivering high-quality customer service to existing and potential customers, handle routine account requests, and ensure compliance with banking regulations.

The role requires 1-3 years in banking, strong communication skills, and Mandarin language ability. The position offers competitive compensation and opportunities to support various banking lines of business.