Mandarin-Speaking Financial Solutions Advisor

National Black MBA Association; El Monte, Northern (CA, KY); Hybrid; USD 29,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Incentive plan

Job summary

Bank of America is seeking a Sales & Financial Services Advisor to provide personalized borrowing and banking guidance. You will nurture client relationships, present tailored solutions, and balance sales with risk and service excellence across the client life cycle.

The role emphasizes outbound prospecting, strong communication, and collaboration with center leaders to deliver an exceptional client experience. In-office with some flexibility.

Qualifications

• Experience in B2B sales and/or small business banking.
• Strong communication skills and ability to influence clients.
• Proven sales track record with outbound outreach and end-to-end client care.
• Bilingual Mandarin is required.
• Ability to partner with leaders and coaches for client delivery.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs and suggests suitable financial services.
• Outreaches to clients and manages pipeline with consistent follow-up.
• Makes decisions on client requests and refers to internal partners as needed.
• Partners with leaders to coach associates for exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Management

Risk Management

Pipeline Management

Relationship Building

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Sales & Financial Services Advisor to provide personalized borrowing and banking guidance. You will nurture client relationships, present tailored solutions, and balance sales with risk and service excellence across the client life cycle.

The role emphasizes outbound prospecting, strong communication, and collaboration with center leaders to deliver an exceptional client experience. In-office with some flexibility.