About this role

Serving as the first point of contact for financial center clients
Helping to uncover personal banking needs of both individual and small business clients
Offering appropriate solutions and connecting clients to specialists
Deepening client relationships through platform services
Supporting clients with self-service or transactional activities
Providing exceptional client care
Proactively connecting with clients through outbound calls and conducting consistent follow-up routines

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
Enthusiastic, highly motivated self-starter with a strong work ethic
Strong written and verbal communications skills
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
Bilingual in Mandarin

Senior Banker, Bilingual Mandarin

Key skills