Senior Banker - Bilingual Chinese-Mandarin Language

This Role

This position serves 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. The role involves proactive outbound calls and consistent follow‑up routines to deepen client relationships and support them through self‑service and transactional activities.

• Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

• Minimum one year of demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communication skills.
• Comfortable engaging all clients (in‑person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs.
• Demonstrates effective time‑management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
• Is a commissioned notary or can obtain a notary commission in the state of employment within a few months of the start date.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• Associate’s Degree or Bachelor’s Degree in business, finance or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.
• Active Listening.
• Business Acumen.
• Customer and Client 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.

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)
Hours Per Week: 40

$25.97 - $31.75 per hour, offers determined based on experience, education, and skill set.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees.

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