Senior Banking & Client Advisor (Mandarin)

Bank of America; Pasadena (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits

Incentive plan

Job summary

Bank of America is seeking a customer-focused associate to serve as the first point of contact for financial center clients in Pasadena. You will uncover personal banking needs, guide clients to suitable solutions, and connect them with specialists.

You will also assist with self-service transactions, educate on digital tools, and nurture relationships through outbound outreach and follow-up.

Qualifications

• This role requires strong client service and sales experience in a relationship-driven environment.
• Ability to explain financial products and guide clients to suitable solutions.
• Comfort with outbound calls, follow-up, and multi-tasking in a busy financial center.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Assist with self-service transactions and educate clients on digital tools.
• Build client relationships and deepen engagement with platform services.
• Ensure compliance with regulatory requirements in day-to-day activities.
• Balance multiple client interactions, requests, and follow-up tasks efficiently.

Skills

Active Listening

Client Focus

Oral Communications

Problem Solving

Relationship Building

Education

High School Diploma / GED

Associate's Degree preferred

Tools

Microsoft Office

Job description

Bank of America is seeking a customer-focused associate to serve as the first point of contact for financial center clients in Pasadena. You will uncover personal banking needs, guide clients to suitable solutions, and connect them with specialists.

You will also assist with self-service transactions, educate on digital tools, and nurture relationships through outbound outreach and follow-up.