Mandarin-Speaking Banking Advisor | Grow Financial Futures

Citizens; New York (NY); On-site; USD 28,000 - 40,000; Full time

Job summary

Citizens Bankers in New York is seeking a friendly, people-oriented associate to help customers with financial decisions, from deposits to loans. Youll use strong communication and problem-solving skills to provide tailored recommendations and guide clients through digital banking options.

Collaborate with Wealth Management, Mortgage, and Business Banking partners to address complex needs. Youll make outbound calls, schedule checkups, and ensure compliance with policies while delivering

Qualifications

• High School degree or GED required.
• 2 years of sales and customer service experience, meeting or exceeding goals.
• Ability to ask questions and identify needs to improve the customer relationship.
• Proven success building relationships and referring products and services.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Introduce customers to digital and mobile banking options.
• Outreach to acquire new customers and schedule financial checkup appointments.

Skills

Mandarin

Communication

Problem-solving

Relationship-building

Education

High School diploma or GED

Job description

Citizens Bankers in New York is seeking a friendly, people-oriented associate to help customers with financial decisions, from deposits to loans. Youll use strong communication and problem-solving skills to provide tailored recommendations and guide clients through digital banking options.

Collaborate with Wealth Management, Mortgage, and Business Banking partners to address complex needs. Youll make outbound calls, schedule checkups, and ensure compliance with policies while delivering