Bilingual Mandarin Client Advisor — Banking Solutions

Bank of America Corporation; New York (NY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America in Bayside, NY is hiring a customer-focused representative to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists while maintaining exceptional service.

The role emphasizes outbound outreach, relationship building, and accurate processing of routine transactions. The ideal candidate has at least one year of sales experience in a client-centric environment and fluency in

Qualifications

• Bilingual Mandarin Required

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Job description

Bank of America in Bayside, NY is hiring a customer-focused representative to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists while maintaining exceptional service.

The role emphasizes outbound outreach, relationship building, and accurate processing of routine transactions. The ideal candidate has at least one year of sales experience in a client-centric environment and fluency in