Bilingual Banking Advisor (Cantonese)

Citizens; New York (NY); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Meaningful work

Community volunteering

Career growth

Benefits package

Job summary

Citizens Bank in New York seeks a branch teller-style associate who builds relationships by offering trusted financial advice. You’ll help customers with spending, saving, borrowing and investing needs, guiding them to digital banking options and coordinating with Wealth Management, Mortgage and Business Banking teams.

The role emphasizes outbound calls for new business, meeting customer needs and adhering to regulatory standards. Strong communication and problem-solving skills are essential.

Qualifications

• High School degree or GED required.
• Bilingual in Cantonese.
• Prior banking experience required.
• 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals.
• Ability to effectively ask questions and identify needs to improve the customer relationship.
• Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions.
• Demonstrated skills in using digital technology to support the delivery of business goals.
• Aptitude to problem solve and provide solutions to customer issues.
• Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration.
• Self-motivated, confident and ability to multitask effectively.
• Ability to work branch hours, which can include weekends and evenings.
• Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.

Responsibilities

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them.
• Introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking to help customers with more complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Customer service

Sales experience

Communication

Relationship building

Problem solving

Multitasking

Bilingual Cantonese

Education

High School diploma

Job description

Citizens Bank in New York seeks a branch teller-style associate who builds relationships by offering trusted financial advice. You’ll help customers with spending, saving, borrowing and investing needs, guiding them to digital banking options and coordinating with Wealth Management, Mortgage and Business Banking teams.

The role emphasizes outbound calls for new business, meeting customer needs and adhering to regulatory standards. Strong communication and problem-solving skills are essential.