Mandarin-Speaking Financial Center Advisor

Bank of America; New York (NY); Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

Bank of America is hiring in New York to serve as the first point of contact for financial center clients, uncovering personal banking needs and providing suitable solutions. You will deepen relationships through platform services and support clients with self-service or transactions.

The role emphasizes proactive outreach, exceptional client care, and adherence to regulatory guidelines. A strong sales mindset and comfort with in-person and phone interactions are essential.

Qualifikationen

• High School Diploma or equivalent is required; 1+ year in sales/relationship roles is preferred.
• Must be able to work weekends and/or extended hours as needed by the business.

Aufgaben

• Partners with teams to provide consumer and small business solutions when uncovering client needs.
• Assists, educates, and trains clients on self‑service transactions.
• Leverages resources to optimize the client experience and ensure accuracy.
• Adheres to processes, laws, and guidelines for opening accounts and maintenance.
• Manages client interactions by determining best course of action while complying with regulatory requirements.

Kenntnisse

Active Listening

Business Acumen

Customer 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

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America is hiring in New York to serve as the first point of contact for financial center clients, uncovering personal banking needs and providing suitable solutions. You will deepen relationships through platform services and support clients with self-service or transactions.

The role emphasizes proactive outreach, exceptional client care, and adherence to regulatory guidelines. A strong sales mindset and comfort with in-person and phone interactions are essential.