Mandarin-Speaking Financial Solutions Advisor

Bank of America; West Covina (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Job summary

Bank of America is seeking a Client Advisor to deliver personalized financial guidance and collaborate with teams to meet client goals. The role emphasizes building strong client relationships and leveraging banking solutions throughout the client life cycle.

The ideal candidate excels in communications, outbound sales, and cross-functional teamwork, with a track record in sales and servicing small business clients. In-office role with full-time hours in the West Covina market, CA area.

Qualifications

• Bilingual Mandarin required.
• Experience in business-to-business sales or small business banking.
• Strong communication and interpersonal skills for influencing clients.

Responsibilities

• Recommends financial guidance aligning with client goals.
• Builds and deepens client relationships using bank capabilities.
• Analyzes client needs to offer suitable financial services.
• Connects with clients through outreach and pipeline management and follows up.
• Makes decisions on client requests and referrals to internal partners.
• Collaborates with leaders to coach associates for exceptional client experiences.

Skills

Bilingual Mandarin

Client Management

Client Solutions Advisory

Relationship Building

Prospecting

Outbound sales

Communication

Education

High School Diploma / GED

Job description

Bank of America is seeking a Client Advisor to deliver personalized financial guidance and collaborate with teams to meet client goals. The role emphasizes building strong client relationships and leveraging banking solutions throughout the client life cycle.

The ideal candidate excels in communications, outbound sales, and cross-functional teamwork, with a track record in sales and servicing small business clients. In-office role with full-time hours in the West Covina market, CA area.